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 | $43,225 | $154,117-72.0% | $129,995-66.7% | $139,434-69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -12.09% | 32.48%-44.6pp | -137.18%+125.1pp | 372.94%-385.0pp |
| Employer contribution / active EE | $1,383 | $5,289-73.9% | $4,320-68.0% | $4,751-70.9% |
| Participant deferral / active EE | $2,423 | $6,710-63.9% | $5,820-58.4% | $6,710-63.9% |
| Admin fee / account holder | $153 | $14,007-98.9% | $10,614-98.6% | $11,403-98.7% |