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 | $41,333 | $89,753-53.9% | $107,525-61.6% | $84,808-51.3% |
| Participation rate | 97.0% | 68.1%+29.0pp | 75.1%+21.9pp | 68.3%+28.7pp |
| Annual return | -10.14% | 29.48%-39.6pp | 181.32%-191.5pp | 40.90%-51.0pp |
| Employer contribution / active EE | $18,842 | $3,113+505.2% | $3,754+402.0% | $2,631+616.2% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | -$5,975 | $7,222-182.7% | $8,919-167.0% | $7,344-181.4% |