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 5-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 | $24,213 | $82,664-70.7% | $125,339-80.7% | $68,494-64.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.53% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $6,721 | $3,381+98.8% | $4,814+39.6% | $2,596+158.9% |
| Participant deferral / active EE | $7,577 | $6,110+24.0% | $7,446+1.8% | $4,027+88.2% |
| Admin fee / account holder | $157 | $6,275-97.5% | $10,010-98.4% | $5,403-97.1% |