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 | $27,616 | $79,944-65.5% | $98,439-71.9% | $75,163-63.3% |
| Participation rate | 93.2% | 70.4%+22.9pp | 75.2%+18.1pp | 67.2%+26.1pp |
| Annual return | -12.22% | 19.75%-32.0pp | 21.16%-33.4pp | 160.62%-172.8pp |
| Employer contribution / active EE | $695 | $2,264-69.3% | $3,048-77.2% | $2,670-74.0% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $122 | $6,840-98.2% | $8,948-98.6% | $5,651-97.8% |