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 | $35,975 | $95,193-62.2% | $76,523-53.0% | $135,375-73.4% |
| Participation rate | 82.6% | 74.4%+8.2pp | 68.0%+14.6pp | 82.6%0pp |
| Annual return | -17.29% | 4.85%-22.1pp | -0.27%-17.0pp | 519.73%-537.0pp |
| Employer contribution / active EE | $11,040 | $3,302+234.3% | $2,647+317.1% | $4,779+131.0% |
| Participant deferral / active EE | $9,439 | $4,639+103.4% | $3,835+146.1% | $5,609+68.3% |
| Admin fee / account holder | $47 | $6,249-99.2% | $4,848-99.0% | $10,827-99.6% |