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 | $31,746 | $92,703-65.8% | $82,719-61.6% | $134,475-76.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.15% | 944.92%-966.1pp | 701.18%-722.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,326 | $3,274-29.0% | $3,009-22.7% | $4,740-50.9% |
| Participant deferral / active EE | $2,954 | $4,802-38.5% | $4,395-32.8% | $6,400-53.8% |
| Admin fee / account holder | $170 | $5,983-97.2% | $5,329-96.8% | $11,426-98.5% |