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 4-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 | $22,835 | $93,024-75.5% | $77,024-70.4% | $134,475-83.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -31.17% | 62.60%-93.8pp | 42.32%-73.5pp | 417.96%-449.1pp |
| Employer contribution / active EE | $5,500 | $3,418+60.9% | $2,812+95.6% | $4,740+16.0% |
| Participant deferral / active EE | $9,778 | $5,238+86.7% | $4,426+120.9% | $6,400+52.8% |
| Admin fee / account holder | $50 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |