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 8-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 | $60,773 | $112,096-45.8% | $95,952-36.7% | $158,922-61.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -9.95% | 171.09%-181.0pp | 91.61%-101.6pp | 302.83%-312.8pp |
| Employer contribution / active EE | $1,391 | $3,198-56.5% | $2,541-45.3% | $4,761-70.8% |
| Participant deferral / active EE | $3,713 | $4,784-22.4% | $4,167-10.9% | $5,982-37.9% |
| Admin fee / account holder | $40 | $10,130-99.6% | $6,795-99.4% | $11,246-99.6% |