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 7-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 | $16,763 | $115,770-85.5% | $101,248-83.4% | $158,922-89.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -3.46% | 56.14%-59.6pp | 46.47%-49.9pp | 302.83%-306.3pp |
| Employer contribution / active EE | $9,381 | $4,175+124.7% | $3,660+156.3% | $4,761+97.0% |
| Participant deferral / active EE | $6,051 | $4,957+22.1% | $4,370+38.5% | $5,982+1.2% |
| Admin fee / account holder | $15 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |