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 | $34,304 | $73,004-53.0% | $90,749-62.2% | $68,494-49.9% |
| Participation rate | 98.6% | 70.8%+27.8pp | 75.7%+22.9pp | 67.9%+30.7pp |
| Annual return | -19.44% | -13.81%-5.6pp | -12.16%-7.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $705 | $2,193-67.9% | $2,921-75.9% | $2,596-72.9% |
| Participant deferral / active EE | $0 | $3,627-100.0% | $4,564-100.0% | $4,027-100.0% |
| Admin fee / account holder | $79 | $5,896-98.7% | $8,445-99.1% | $5,403-98.5% |