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 | $22,332 | $73,867-69.8% | $143,757-84.5% | $68,494-67.4% |
| Participation rate | 89.7% | 66.7%+23.1pp | 80.3%+9.4pp | 67.9%+21.9pp |
| Annual return | -22.94% | 1.01%-24.0pp | -0.04%-22.9pp | -7.84%-15.1pp |
| Employer contribution / active EE | $11,893 | $3,184+273.5% | $4,951+140.2% | $2,596+358.1% |
| Participant deferral / active EE | $3,719 | $3,384+9.9% | $5,637-34.0% | $4,027-7.6% |
| Admin fee / account holder | $5 | $5,755-99.9% | $14,673-100.0% | $5,403-99.9% |