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 8-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 | $43,632 | $110,094-60.4% | $151,611-71.2% | $68,494-36.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -24.35% | -10.12%-14.2pp | 3.33%-27.7pp | -7.84%-16.5pp |
| Employer contribution / active EE | $12,080 | $4,471+170.2% | $6,166+95.9% | $2,596+365.3% |
| Participant deferral / active EE | $9,375 | $6,527+43.6% | $8,363+12.1% | $4,027+132.8% |
| Admin fee / account holder | $82 | $7,719-98.9% | $11,616-99.3% | $5,403-98.5% |