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 5-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 | $15,571 | $90,519-82.8% | $93,789-83.4% | $134,475-88.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -24.01% | -15.72%-8.3pp | -11.33%-12.7pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,496 | $4,343-42.5% | $4,323-42.3% | $4,740-47.3% |
| Participant deferral / active EE | $7,728 | $5,978+29.3% | $6,094+26.8% | $6,400+20.8% |
| Admin fee / account holder | $58 | $9,252-99.4% | $7,195-99.2% | $11,426-99.5% |