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 7-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 | $39,248 | $40,256-2.5% | $57,343-31.6% | $59,632-34.2% |
| Participation rate | 97.5% | 69.2%+28.3pp | 75.1%+22.4pp | 68.7%+28.8pp |
| Annual return | -3.10% | 27.49%-30.6pp | 24.39%-27.5pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $8,891 | $1,922+362.6% | $2,689+230.7% | $2,203+303.7% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,818-100.0% | $3,356-100.0% | $4,297-100.0% |