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 8-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 | $22,596 | $117,983-80.8% | $101,794-77.8% | $142,382-84.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -30.21% | 36.92%-67.1pp | 30.53%-60.7pp | 217.08%-247.3pp |
| Employer contribution / active EE | $1,562 | $2,773-43.7% | $2,289-31.8% | $4,299-63.7% |
| Participant deferral / active EE | $1,802 | $4,714-61.8% | $4,084-55.9% | $6,507-72.3% |
| Admin fee / account holder | $71 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |