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 5-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 | $52,301 | $82,664-36.7% | $125,339-58.3% | $68,494-23.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -32.94% | -5.97%-27.0pp | 572.05%-605.0pp | -7.84%-25.1pp |
| Employer contribution / active EE | $7,312 | $3,381+116.3% | $4,814+51.9% | $2,596+181.6% |
| Participant deferral / active EE | $7,893 | $6,110+29.2% | $7,446+6.0% | $4,027+96.0% |
| Admin fee / account holder | $191 | $6,275-97.0% | $10,010-98.1% | $5,403-96.5% |