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 7-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 | $57,140 | $142,344-59.9% | $119,609-52.2% | $134,475-57.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.47% | -12.44%-8.0pp | -14.97%-5.5pp | 417.96%-438.4pp |
| Employer contribution / active EE | $4,178 | $5,222-20.0% | $4,232-1.3% | $4,740-11.9% |
| Participant deferral / active EE | $11,308 | $6,469+74.8% | $5,602+101.9% | $6,400+76.7% |
| Admin fee / account holder | $56 | $13,584-99.6% | $10,323-99.5% | $11,426-99.5% |