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 | $29,237 | $92,703-68.5% | $82,719-64.7% | $134,475-78.3% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -22.39% | 944.92%-967.3pp | 701.18%-723.6pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,235 | $3,274-31.7% | $3,009-25.7% | $4,740-52.8% |
| Participant deferral / active EE | $5,506 | $4,802+14.7% | $4,395+25.3% | $6,400-14.0% |
| Admin fee / account holder | $18 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |