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 | $47,843 | $105,860-54.8% | $90,749-47.3% | $134,475-64.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -26.05% | -11.01%-15.0pp | -12.16%-13.9pp | 417.96%-444.0pp |
| Employer contribution / active EE | $8,773 | $3,462+153.4% | $2,921+200.4% | $4,740+85.1% |
| Participant deferral / active EE | $24,866 | $5,216+376.8% | $4,564+444.8% | $6,400+288.5% |
| Admin fee / account holder | $51 | $13,938-99.6% | $8,445-99.4% | $11,426-99.6% |