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 9-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 | $62,365 | $167,307-62.7% | $143,757-56.6% | $134,475-53.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -24.09% | 0.46%-24.5pp | -0.04%-24.0pp | 417.96%-442.1pp |
| Employer contribution / active EE | $2,405 | $5,619-57.2% | $4,951-51.4% | $4,740-49.3% |
| Participant deferral / active EE | $13,804 | $6,446+114.2% | $5,637+144.9% | $6,400+115.7% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |