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 | $30,025 | $73,867-59.4% | $143,757-79.1% | $68,494-56.2% |
| Participation rate | 86.8% | 66.7%+20.2pp | 80.3%+6.5pp | 67.9%+19.0pp |
| Annual return | -19.78% | 1.01%-20.8pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,581 | $3,184-50.4% | $4,951-68.1% | $2,596-39.1% |
| Participant deferral / active EE | $4,208 | $3,384+24.3% | $5,637-25.4% | $4,027+4.5% |
| Admin fee / account holder | $243 | $5,755-95.8% | $14,673-98.3% | $5,403-95.5% |