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 | $54,604 | $133,958-59.2% | $112,228-51.3% | $134,475-59.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -25.47% | 47.11%-72.6pp | 27.45%-52.9pp | 417.96%-443.4pp |
| Employer contribution / active EE | $21,395 | $4,038+429.8% | $3,635+488.6% | $4,740+351.4% |
| Participant deferral / active EE | $10,914 | $5,291+106.3% | $4,728+130.8% | $6,400+70.5% |
| Admin fee / account holder | $132 | $7,489-98.2% | $6,410-97.9% | $11,426-98.8% |