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 4-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 | $86,666 | $152,509-43.2% | $117,472-26.2% | $134,475-35.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -21.00% | 52.99%-74.0pp | 29.74%-50.7pp | 417.96%-439.0pp |
| Employer contribution / active EE | $18,688 | $5,571+235.5% | $4,176+347.5% | $4,740+294.3% |
| Participant deferral / active EE | $18,688 | $4,818+287.9% | $4,070+359.1% | $6,400+192.0% |
| Admin fee / account holder | $34 | $7,004-99.5% | $5,645-99.4% | $11,426-99.7% |