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 | $54,813 | $95,862-42.8% | $79,550-31.1% | $134,475-59.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.81% | -2.69%-18.1pp | 0.16%-21.0pp | 417.96%-438.8pp |
| Employer contribution / active EE | $8,216 | $3,128+162.7% | $2,413+240.5% | $4,740+73.4% |
| Participant deferral / active EE | $18,168 | $4,693+287.1% | $3,985+355.9% | $6,400+183.9% |
| Admin fee / account holder | $73 | $9,126-99.2% | $6,832-98.9% | $11,426-99.4% |