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 | $23,532 | $167,307-85.9% | $143,757-83.6% | $134,475-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.70% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,605 | $5,619-71.4% | $4,951-67.6% | $4,740-66.1% |
| Participant deferral / active EE | $7,179 | $6,446+11.4% | $5,637+27.3% | $6,400+12.2% |
| Admin fee / account holder | $294 | $18,088-98.4% | $14,673-98.0% | $11,426-97.4% |