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 | $36,834 | $152,509-75.8% | $117,472-68.6% | $134,475-72.6% |
| Participation rate | 90.9% | 77.1%+13.8pp | 70.6%+20.3pp | 81.2%+9.7pp |
| Annual return | -25.31% | 52.99%-78.3pp | 29.74%-55.0pp | 417.96%-443.3pp |
| Employer contribution / active EE | $5,448 | $5,571-2.2% | $4,176+30.4% | $4,740+14.9% |
| Participant deferral / active EE | $10,997 | $4,818+128.3% | $4,070+170.2% | $6,400+71.8% |
| Admin fee / account holder | $250 | $7,004-96.4% | $5,645-95.6% | $11,426-97.8% |