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 7-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 | $36,336 | $167,307-78.3% | $143,757-74.7% | $134,475-73.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -31.38% | 0.46%-31.8pp | -0.04%-31.3pp | 417.96%-449.3pp |
| Employer contribution / active EE | $1,630 | $5,619-71.0% | $4,951-67.1% | $4,740-65.6% |
| Participant deferral / active EE | $7,880 | $6,446+22.2% | $5,637+39.8% | $6,400+23.1% |
| Admin fee / account holder | $102 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |