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 4-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 | $18,496 | $95,862-80.7% | $79,550-76.7% | $134,475-86.2% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -27.57% | -2.69%-24.9pp | 0.16%-27.7pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,309 | $3,128-58.2% | $2,413-45.8% | $4,740-72.4% |
| Participant deferral / active EE | $6,565 | $4,693+39.9% | $3,985+64.7% | $6,400+2.6% |
| Admin fee / account holder | $293 | $9,126-96.8% | $6,832-95.7% | $11,426-97.4% |