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 | $28,754 | $93,024-69.1% | $77,024-62.7% | $134,475-78.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.76% | 62.60%-84.4pp | 42.32%-64.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $14,320 | $3,418+319.0% | $2,812+409.2% | $4,740+202.1% |
| Participant deferral / active EE | $5,503 | $5,238+5.1% | $4,426+24.3% | $6,400-14.0% |
| Admin fee / account holder | $7 | $6,944-99.9% | $5,425-99.9% | $11,426-99.9% |