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 | $36,518 | $77,813-53.1% | $123,544-70.4% | $64,186-43.1% |
| Participation rate | 82.9% | 74.7%+8.1pp | 82.3%+0.6pp | 69.6%+13.3pp |
| Annual return | -12.33% | 12.48%-24.8pp | 119.20%-131.5pp | 7.63%-20.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $13,711 | $5,240+161.7% | $6,426+113.4% | $3,470+295.2% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |