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 | $41,159 | $167,307-75.4% | $143,757-71.4% | $134,475-69.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.11% | 0.46%-25.6pp | -0.04%-25.1pp | 417.96%-443.1pp |
| Employer contribution / active EE | $18,081 | $5,619+221.8% | $4,951+265.2% | $4,740+281.5% |
| Participant deferral / active EE | $10,052 | $6,446+55.9% | $5,637+78.3% | $6,400+57.1% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |