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 | $186,127 | $133,958+38.9% | $112,228+65.8% | $134,475+38.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -54.26% | 47.11%-101.4pp | 27.45%-81.7pp | 417.96%-472.2pp |
| Employer contribution / active EE | $17,522 | $4,038+333.9% | $3,635+382.1% | $4,740+269.7% |
| Participant deferral / active EE | $13,667 | $5,291+158.3% | $4,728+189.1% | $6,400+113.6% |
| Admin fee / account holder | $1 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |