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 | $36,705 | $59,805-38.6% | $79,550-53.9% | $68,494-46.4% |
| Participation rate | 90.8% | 61.1%+29.7pp | 69.5%+21.3pp | 67.9%+22.9pp |
| Annual return | -25.34% | -12.30%-13.0pp | 0.16%-25.5pp | -7.84%-17.5pp |
| Employer contribution / active EE | $2,423 | $1,505+61.0% | $2,413+0.4% | $2,596-6.7% |
| Participant deferral / active EE | $4,766 | $3,024+57.6% | $3,985+19.6% | $4,027+18.4% |
| Admin fee / account holder | $290 | $4,835-94.0% | $6,832-95.8% | $5,403-94.6% |