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 | $44,585 | $167,307-73.4% | $143,757-69.0% | $134,475-66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.43% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $9,444 | $5,619+68.1% | $4,951+90.7% | $4,740+99.2% |
| Participant deferral / active EE | $6,767 | $6,446+5.0% | $5,637+20.0% | $6,400+5.7% |
| Admin fee / account holder | $195 | $18,088-98.9% | $14,673-98.7% | $11,426-98.3% |