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 8-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 | $19,279 | $95,971-79.9% | $74,550-74.1% | $135,375-85.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -14.95% | 56.96%-71.9pp | 32.53%-47.5pp | 519.73%-534.7pp |
| Employer contribution / active EE | $3,197 | $2,716+17.7% | $1,961+63.0% | $4,779-33.1% |
| Participant deferral / active EE | $8,167 | $3,843+112.5% | $3,108+162.8% | $5,609+45.6% |
| Admin fee / account holder | $125 | $6,522-98.1% | $5,060-97.5% | $10,827-98.8% |