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 | $43,302 | $83,427-48.1% | $115,756-62.6% | $68,494-36.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | -21.95% | -10.95%-11.0pp | 143.14%-165.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $8,232 | $3,075+167.7% | $3,793+117.1% | $2,596+217.1% |
| Participant deferral / active EE | $9,691 | $5,355+81.0% | $6,254+55.0% | $4,027+140.6% |
| Admin fee / account holder | $179 | $5,708-96.9% | $8,124-97.8% | $5,403-96.7% |