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 | $23,301 | $142,344-83.6% | $119,609-80.5% | $134,475-82.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -54.10% | -12.44%-41.7pp | -14.97%-39.1pp | 417.96%-472.1pp |
| Employer contribution / active EE | $5,039 | $5,222-3.5% | $4,232+19.1% | $4,740+6.3% |
| Participant deferral / active EE | $20,391 | $6,469+215.2% | $5,602+264.0% | $6,400+218.6% |
| Admin fee / account holder | $208 | $13,584-98.5% | $10,323-98.0% | $11,426-98.2% |