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 | $46,025 | $142,344-67.7% | $119,609-61.5% | $134,475-65.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -20.59% | -12.44%-8.2pp | -14.97%-5.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,874 | $5,222-64.1% | $4,232-55.7% | $4,740-60.5% |
| Participant deferral / active EE | $13,361 | $6,469+106.5% | $5,602+138.5% | $6,400+108.8% |
| Admin fee / account holder | $20 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |