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 | $88,644 | $82,286+7.7% | $68,791+28.9% | $134,475-34.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -56.14% | -2.19%-53.9pp | -6.38%-49.8pp | 417.96%-474.1pp |
| Employer contribution / active EE | $33,125 | $3,301+903.6% | $2,655+1147.6% | $4,740+598.9% |
| Participant deferral / active EE | $21,335 | $4,739+350.2% | $3,941+441.3% | $6,400+233.4% |
| Admin fee / account holder | $60 | $6,481-99.1% | $4,932-98.8% | $11,426-99.5% |