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 | $70,662 | $95,862-26.3% | $79,550-11.2% | $134,475-47.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.33% | -2.69%-21.6pp | 0.16%-24.5pp | 417.96%-442.3pp |
| Employer contribution / active EE | $8,850 | $3,128+182.9% | $2,413+266.7% | $4,740+86.7% |
| Participant deferral / active EE | $17,700 | $4,693+277.2% | $3,985+344.1% | $6,400+176.6% |
| Admin fee / account holder | $35 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |