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 | $29,274 | $59,107-50.5% | $86,436-66.1% | $68,494-57.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.66% | -0.23%-19.4pp | 4394.89%-4414.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $4,446 | $2,519+76.5% | $3,769+18.0% | $2,596+71.2% |
| Participant deferral / active EE | $5,088 | $5,901-13.8% | $6,952-26.8% | $4,027+26.4% |
| Admin fee / account holder | $271 | $5,637-95.2% | $6,731-96.0% | $5,403-95.0% |