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 | $34,839 | $97,757-64.4% | $83,848-58.5% | $135,375-74.3% |
| Participation rate | 70.0% | 80.0%-10.0pp | 76.1%-6.1pp | 82.6%-12.6pp |
| Annual return | -9.84% | 1287.37%-1297.2pp | 850.88%-860.7pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,930 | $4,222-30.6% | $3,631-19.3% | $4,779-38.7% |
| Participant deferral / active EE | $3,743 | $4,682-20.1% | $4,082-8.3% | $5,609-33.3% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |