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 4-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 | $19,128 | $82,664-76.9% | $125,339-84.7% | $68,494-72.1% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -20.40% | -5.97%-14.4pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $3,187 | $3,381-5.7% | $4,814-33.8% | $2,596+22.8% |
| Participant deferral / active EE | $6,331 | $6,110+3.6% | $7,446-15.0% | $4,027+57.2% |
| Admin fee / account holder | $88 | $6,275-98.6% | $10,010-99.1% | $5,403-98.4% |