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 | $39,576 | $77,813-49.1% | $123,544-68.0% | $64,186-38.3% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -11.53% | 12.48%-24.0pp | 119.20%-130.7pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,661 | $3,014-44.9% | $4,628-64.1% | $2,381-30.2% |
| Participant deferral / active EE | $17,138 | $5,240+227.1% | $6,426+166.7% | $3,470+394.0% |
| Admin fee / account holder | $193 | $5,519-96.5% | $9,284-97.9% | $4,888-96.1% |