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 6-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 | $34,740 | $167,307-79.2% | $143,757-75.8% | $134,475-74.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.01% | 0.46%-22.5pp | -0.04%-22.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,467 | $5,619-73.9% | $4,951-70.4% | $4,740-69.0% |
| Participant deferral / active EE | $18,765 | $6,446+191.1% | $5,637+232.9% | $6,400+193.2% |
| Admin fee / account holder | $282 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |