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 | $21,966 | $73,867-70.3% | $143,757-84.7% | $68,494-67.9% |
| Participation rate | 78.9% | 66.7%+12.3pp | 80.3%-1.4pp | 67.9%+11.1pp |
| Annual return | -19.56% | 1.01%-20.6pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,657 | $3,384+8.0% | $5,637-35.1% | $4,027-9.2% |
| Admin fee / account holder | $23 | $5,755-99.6% | $14,673-99.8% | $5,403-99.6% |