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 | $32,639 | $142,344-77.1% | $119,609-72.7% | $134,475-75.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -45.15% | -12.44%-32.7pp | -14.97%-30.2pp | 417.96%-463.1pp |
| Employer contribution / active EE | $15,331 | $5,222+193.6% | $4,232+262.3% | $4,740+223.5% |
| Participant deferral / active EE | $14,003 | $6,469+116.5% | $5,602+150.0% | $6,400+118.8% |
| Admin fee / account holder | $30 | $13,584-99.8% | $10,323-99.7% | $11,426-99.7% |