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 | $40,101 | $84,487-52.5% | $125,339-68.0% | $66,914-40.1% |
| Participation rate | 82.0% | 76.4%+5.6pp | 82.4%-0.4pp | 69.8%+12.2pp |
| Annual return | -19.49% | -8.39%-11.1pp | 572.05%-591.5pp | 1.58%-21.1pp |
| Employer contribution / active EE | $7,500 | $3,553+111.1% | $4,814+55.8% | $2,544+194.8% |
| Participant deferral / active EE | $9,962 | $6,781+46.9% | $7,446+33.8% | $4,237+135.1% |
| Admin fee / account holder | $180 | $685-73.8% | $10,010-98.2% | $593-69.7% |