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 9-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 | $38,703 | $67,331-42.5% | $60,874-36.4% | $134,475-71.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -29.32% | 49.93%-79.3pp | 16.90%-46.2pp | 417.96%-447.3pp |
| Employer contribution / active EE | $6,600 | $3,096+113.1% | $2,701+144.3% | $4,740+39.3% |
| Participant deferral / active EE | $27,000 | $4,538+494.9% | $3,817+607.4% | $6,400+321.9% |
| Admin fee / account holder | $20 | $4,582-99.6% | $3,224-99.4% | $11,426-99.8% |