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 | $25,421 | $100,754-74.8% | $86,677-70.7% | $134,475-81.1% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -21.93% | 29.04%-51.0pp | 35.91%-57.8pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,710 | $3,489-51.0% | $2,836-39.7% | $4,740-63.9% |
| Participant deferral / active EE | $4,084 | $5,338-23.5% | $4,656-12.3% | $6,400-36.2% |
| Admin fee / account holder | $250 | $10,926-97.7% | $7,493-96.7% | $11,426-97.8% |