See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,314 | $142,344-73.8% | $119,609-68.8% | $134,475-72.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -213.03% | -12.44%-200.6pp | -14.97%-198.1pp | 417.96%-631.0pp |
| Employer contribution / active EE | $12,218 | $5,222+134.0% | $4,232+188.7% | $4,740+157.8% |
| Participant deferral / active EE | $26,765 | $6,469+313.7% | $5,602+377.8% | $6,400+318.2% |
| Admin fee / account holder | $8 | $13,584-99.9% | $10,323-99.9% | $11,426-99.9% |