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 | $80,176 | $93,024-13.8% | $77,024+4.1% | $134,475-40.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -30.43% | 62.60%-93.0pp | 42.32%-72.7pp | 417.96%-448.4pp |
| Employer contribution / active EE | $1,422 | $3,418-58.4% | $2,812-49.4% | $4,740-70.0% |
| Participant deferral / active EE | $15,381 | $5,238+193.6% | $4,426+247.5% | $6,400+140.3% |
| Admin fee / account holder | $160 | $6,944-97.7% | $5,425-97.1% | $11,426-98.6% |