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 | $113,246 | $81,900+38.3% | $119,609-5.3% | $68,494+65.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.93% | -23.82%+4.9pp | -14.97%-4.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $9,084 | $2,693+237.3% | $4,232+114.7% | $2,596+249.9% |
| Participant deferral / active EE | $16,674 | $4,148+302.0% | $5,602+197.6% | $4,027+314.0% |
| Admin fee / account holder | $35 | $6,582-99.5% | $10,323-99.7% | $5,403-99.3% |