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 | $49,105 | $142,344-65.5% | $119,609-58.9% | $134,475-63.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -22.66% | -12.44%-10.2pp | -14.97%-7.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,718 | $5,222-47.9% | $4,232-35.8% | $4,740-42.6% |
| Participant deferral / active EE | $9,939 | $6,469+53.6% | $5,602+77.4% | $6,400+55.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |