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 4-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 | $41,990 | $168,632-75.1% | $147,614-71.6% | $125,391-66.5% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -4.39% | 77.65%-82.0pp | 61.98%-66.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $1,324 | $6,252-78.8% | $5,564-76.2% | $4,866-72.8% |
| Participant deferral / active EE | $2,577 | $5,507-53.2% | $4,895-47.3% | $5,352-51.8% |
| Admin fee / account holder | $38 | $13,580-99.7% | $11,611-99.7% | $9,540-99.6% |