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 | $33,939 | $175,600-80.7% | $129,110-73.7% | $134,475-74.8% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.3%+13.7pp | 81.2%+9.7pp |
| Annual return | -22.23% | -11.39%-10.8pp | -10.94%-11.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $7,231 | $6,355+13.8% | $5,052+43.1% | $4,740+52.6% |
| Participant deferral / active EE | $17,675 | $7,975+121.6% | $6,542+170.2% | $6,400+176.2% |
| Admin fee / account holder | $119 | $23,567-99.5% | $14,302-99.2% | $11,426-99.0% |