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 6-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 | $28,318 | $45,863-38.3% | $77,024-63.2% | $68,494-58.7% |
| Participation rate | 80.8% | 55.9%+24.9pp | 67.9%+12.9pp | 67.9%+12.9pp |
| Annual return | -21.62% | 1.72%-23.3pp | 42.32%-63.9pp | -7.84%-13.8pp |
| Employer contribution / active EE | $4,078 | $1,650+147.2% | $2,812+45.0% | $2,596+57.1% |
| Participant deferral / active EE | $9,825 | $2,962+231.7% | $4,426+122.0% | $4,027+144.0% |
| Admin fee / account holder | $240 | $3,041-92.1% | $5,425-95.6% | $5,403-95.6% |