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 | $61,374 | $105,860-42.0% | $90,749-32.4% | $134,475-54.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -21.37% | -11.01%-10.4pp | -12.16%-9.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $7,673 | $3,462+121.6% | $2,921+162.7% | $4,740+61.9% |
| Participant deferral / active EE | $8,247 | $5,216+58.1% | $4,564+80.7% | $6,400+28.9% |
| Admin fee / account holder | $20 | $13,938-99.9% | $8,445-99.8% | $11,426-99.8% |