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 | $18,053 | $129,942-86.1% | $104,294-82.7% | $134,475-86.6% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -22.03% | 42.03%-64.1pp | 24.61%-46.6pp | 417.96%-440.0pp |
| Employer contribution / active EE | $3,759 | $4,184-10.2% | $3,372+11.5% | $4,740-20.7% |
| Participant deferral / active EE | $5,360 | $5,588-4.1% | $4,625+15.9% | $6,400-16.3% |
| Admin fee / account holder | $8 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |