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 | $50,923 | $64,307-20.8% | $57,343-11.2% | $125,391-59.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -3.48% | 25.12%-28.6pp | 24.39%-27.9pp | 282.22%-285.7pp |
| Employer contribution / active EE | $10,000 | $3,193+213.2% | $2,689+271.9% | $4,866+105.5% |
| Participant deferral / active EE | $18,000 | $3,848+367.7% | $3,162+469.2% | $5,352+236.4% |
| Admin fee / account holder | $126 | $5,242-97.6% | $3,356-96.3% | $9,540-98.7% |