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 | $30,590 | $112,881-72.9% | $90,951-66.4% | $158,922-80.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -16.85% | 215.79%-232.6pp | 134.60%-151.4pp | 302.83%-319.7pp |
| Employer contribution / active EE | $9,796 | $2,893+238.6% | $2,122+361.7% | $4,761+105.8% |
| Participant deferral / active EE | $8,374 | $4,128+102.9% | $3,373+148.3% | $5,982+40.0% |
| Admin fee / account holder | $235 | $8,041-97.1% | $5,959-96.1% | $11,246-97.9% |