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 6-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 | $18,786 | $129,942-85.5% | $104,294-82.0% | $134,475-86.0% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.5pp | 81.2%+4.5pp |
| Annual return | -29.84% | 42.03%-71.9pp | 24.61%-54.5pp | 417.96%-447.8pp |
| Employer contribution / active EE | $8,598 | $4,184+105.5% | $3,372+155.0% | $4,740+81.4% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $75 | $9,323-99.2% | $7,339-99.0% | $11,426-99.3% |