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 | $73,309 | $115,770-36.7% | $101,248-27.6% | $158,922-53.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -0.53% | 56.14%-56.7pp | 46.47%-47.0pp | 302.83%-303.4pp |
| Employer contribution / active EE | $25,000 | $4,175+498.9% | $3,660+583.2% | $4,761+425.1% |
| Participant deferral / active EE | $12,500 | $4,957+152.2% | $4,370+186.0% | $5,982+109.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |