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 | $44,309 | $167,307-73.5% | $143,757-69.2% | $134,475-67.1% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -28.76% | 0.46%-29.2pp | -0.04%-28.7pp | 417.96%-446.7pp |
| Employer contribution / active EE | $2,696 | $5,619-52.0% | $4,951-45.5% | $4,740-43.1% |
| Participant deferral / active EE | $5,595 | $6,446-13.2% | $5,637-0.7% | $6,400-12.6% |
| Admin fee / account holder | $74 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |