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 9-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 | $54,015 | $54,350-0.6% | $82,719-34.7% | $68,494-21.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -24.61% | -13.67%-10.9pp | 701.18%-725.8pp | -7.84%-16.8pp |
| Employer contribution / active EE | $3,876 | $2,218+74.7% | $3,009+28.8% | $2,596+49.3% |
| Participant deferral / active EE | $7,695 | $3,246+137.1% | $4,395+75.1% | $4,027+91.1% |
| Admin fee / account holder | $108 | $4,395-97.5% | $5,329-98.0% | $5,403-98.0% |