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 9-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 | $23,683 | $167,307-85.8% | $143,757-83.5% | $134,475-82.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.64% | 0.46%-22.1pp | -0.04%-21.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,572 | $5,619-72.0% | $4,951-68.2% | $4,740-66.8% |
| Participant deferral / active EE | $2,694 | $6,446-58.2% | $5,637-52.2% | $6,400-57.9% |
| Admin fee / account holder | $164 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |