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 | $17,562 | $163,101-89.2% | $136,749-87.2% | $142,382-87.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | -42.80% | 27.54%-70.3pp | 24.33%-67.1pp | 217.08%-259.9pp |
| Employer contribution / active EE | $2,888 | $4,117-29.9% | $3,400-15.1% | $4,299-32.8% |
| Participant deferral / active EE | $3,630 | $5,585-35.0% | $4,692-22.6% | $6,507-44.2% |
| Admin fee / account holder | $107 | $14,318-99.3% | $11,386-99.1% | $12,624-99.2% |