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 | $52,636 | $110,261-52.3% | $95,745-45.0% | $139,434-62.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -25.05% | 27.11%-52.2pp | 28.35%-53.4pp | 372.94%-398.0pp |
| Employer contribution / active EE | $1,802 | $3,257-44.7% | $2,835-36.4% | $4,751-62.1% |
| Participant deferral / active EE | $2,344 | $4,676-49.9% | $4,245-44.8% | $6,710-65.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |