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 | $58,674 | $100,754-41.8% | $86,677-32.3% | $134,475-56.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.95% | 29.04%-52.0pp | 35.91%-58.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $18,291 | $3,489+424.2% | $2,836+544.9% | $4,740+285.9% |
| Participant deferral / active EE | $11,597 | $5,338+117.3% | $4,656+149.1% | $6,400+81.2% |
| Admin fee / account holder | $17 | $10,926-99.8% | $7,493-99.8% | $11,426-99.9% |