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 7-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 | $11,212 | $82,286-86.4% | $68,791-83.7% | $134,475-91.7% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.0%+22.6pp | 81.2%+10.4pp |
| Annual return | -23.39% | -2.19%-21.2pp | -6.38%-17.0pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,653 | $3,301-49.9% | $2,655-37.7% | $4,740-65.1% |
| Participant deferral / active EE | $3,806 | $4,739-19.7% | $3,941-3.4% | $6,400-40.5% |
| Admin fee / account holder | $203 | $6,481-96.9% | $4,932-95.9% | $11,426-98.2% |