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 | $42,610 | $92,703-54.0% | $82,719-48.5% | $134,475-68.3% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -26.38% | 944.92%-971.3pp | 701.18%-727.6pp | 417.96%-444.3pp |
| Employer contribution / active EE | $12,290 | $3,274+275.4% | $3,009+308.4% | $4,740+159.3% |
| Participant deferral / active EE | $10,303 | $4,802+114.6% | $4,395+134.4% | $6,400+61.0% |
| Admin fee / account holder | $290 | $5,983-95.1% | $5,329-94.6% | $11,426-97.5% |