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 | $25,874 | $67,331-61.6% | $60,874-57.5% | $134,475-80.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -22.82% | 49.93%-72.8pp | 16.90%-39.7pp | 417.96%-440.8pp |
| Employer contribution / active EE | $6,997 | $3,096+126.0% | $2,701+159.0% | $4,740+47.6% |
| Participant deferral / active EE | $10,976 | $4,538+141.8% | $3,817+187.6% | $6,400+71.5% |
| Admin fee / account holder | $149 | $4,582-96.7% | $3,224-95.4% | $11,426-98.7% |