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 8-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 | $12,407 | $91,911-86.5% | $68,793-82.0% | $135,375-90.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -14.66% | -8.22%-6.4pp | -4.63%-10.0pp | 519.73%-534.4pp |
| Employer contribution / active EE | $1,792 | $3,924-54.3% | $2,625-31.7% | $4,779-62.5% |
| Participant deferral / active EE | $3,390 | $4,315-21.4% | $3,311+2.4% | $5,609-39.6% |
| Admin fee / account holder | $89 | $9,240-99.0% | $5,131-98.3% | $10,827-99.2% |