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 4-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 | $25,699 | $118,849-78.4% | $96,562-73.4% | $167,490-84.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -3.92% | 50.49%-54.4pp | 37.78%-41.7pp | 478.56%-482.5pp |
| Employer contribution / active EE | $4,928 | $3,120+58.0% | $2,356+109.1% | $4,837+1.9% |
| Participant deferral / active EE | $11,800 | $4,616+155.6% | $3,849+206.6% | $6,341+86.1% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |