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 8-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 | $59,343 | $142,344-58.3% | $119,609-50.4% | $134,475-55.9% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -40.53% | -12.44%-28.1pp | -14.97%-25.6pp | 417.96%-458.5pp |
| Employer contribution / active EE | $1,880 | $5,222-64.0% | $4,232-55.6% | $4,740-60.3% |
| Participant deferral / active EE | $6,000 | $6,469-7.3% | $5,602+7.1% | $6,400-6.2% |
| Admin fee / account holder | $40 | $13,584-99.7% | $10,323-99.6% | $11,426-99.6% |