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 | $34,790 | $84,402-58.8% | $61,373-43.3% | $134,475-74.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -38.53% | 584.55%-623.1pp | 338.61%-377.1pp | 417.96%-456.5pp |
| Employer contribution / active EE | $2,389 | $1,544+54.7% | $1,159+106.0% | $4,740-49.6% |
| Participant deferral / active EE | $19,500 | $2,819+591.7% | $2,125+817.7% | $6,400+204.7% |
| Admin fee / account holder | $269 | $2,585-89.6% | $2,130-87.4% | $11,426-97.6% |