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 5-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 | $28,605 | $95,862-70.2% | $79,550-64.0% | $134,475-78.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.88% | -2.69%-21.2pp | 0.16%-24.0pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,360 | $3,128-56.5% | $2,413-43.7% | $4,740-71.3% |
| Participant deferral / active EE | $21,633 | $4,693+361.0% | $3,985+442.8% | $6,400+238.0% |
| Admin fee / account holder | $33 | $9,126-99.6% | $6,832-99.5% | $11,426-99.7% |