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 7-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 | $71,479 | $142,344-49.8% | $119,609-40.2% | $134,475-46.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.74% | -12.44%-13.3pp | -14.97%-10.8pp | 417.96%-443.7pp |
| Employer contribution / active EE | $32,651 | $5,222+525.3% | $4,232+671.5% | $4,740+588.9% |
| Participant deferral / active EE | $20,490 | $6,469+216.7% | $5,602+265.7% | $6,400+220.2% |
| Admin fee / account holder | $201 | $13,584-98.5% | $10,323-98.1% | $11,426-98.2% |