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 5-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 | $36,604 | $95,862-61.8% | $79,550-54.0% | $134,475-72.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -31.75% | -2.69%-29.1pp | 0.16%-31.9pp | 417.96%-449.7pp |
| Employer contribution / active EE | $11,716 | $3,128+274.6% | $2,413+385.5% | $4,740+147.2% |
| Participant deferral / active EE | $9,000 | $4,693+91.8% | $3,985+125.8% | $6,400+40.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |