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 8-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 | $39,367 | $112,881-65.1% | $90,951-56.7% | $158,922-75.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | -4.33% | 215.79%-220.1pp | 134.60%-138.9pp | 302.83%-307.2pp |
| Employer contribution / active EE | $1,773 | $2,893-38.7% | $2,122-16.5% | $4,761-62.8% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $188 | $8,041-97.7% | $5,959-96.9% | $11,246-98.3% |