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 8-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 | $30,343 | $138,065-78.0% | $123,544-75.4% | $135,375-77.6% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -12.05% | 153.68%-165.7pp | 119.20%-131.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,464 | $5,151-52.2% | $4,628-46.8% | $4,779-48.4% |
| Participant deferral / active EE | $5,372 | $6,799-21.0% | $6,426-16.4% | $5,609-4.2% |
| Admin fee / account holder | $287 | $10,916-97.4% | $9,284-96.9% | $10,827-97.3% |