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 6-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 | $49,750 | $71,883-30.8% | $86,677-42.6% | $68,494-27.4% |
| Participation rate | 96.7% | 72.2%+24.4pp | 76.6%+20.1pp | 67.9%+28.8pp |
| Annual return | -20.64% | 3.52%-24.2pp | 35.91%-56.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $5,891 | $2,173+171.1% | $2,836+107.7% | $2,596+126.9% |
| Participant deferral / active EE | $12,493 | $3,779+230.6% | $4,656+168.3% | $4,027+210.2% |
| Admin fee / account holder | $265 | $6,112-95.7% | $7,493-96.5% | $5,403-95.1% |