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 | $23,478 | $59,107-60.3% | $86,436-72.8% | $68,494-65.7% |
| Participation rate | 97.4% | 75.2%+22.2pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -20.84% | -0.23%-20.6pp | 4394.89%-4415.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $3,061 | $2,519+21.5% | $3,769-18.8% | $2,596+17.9% |
| Participant deferral / active EE | $6,420 | $5,901+8.8% | $6,952-7.7% | $4,027+59.4% |
| Admin fee / account holder | $156 | $5,637-97.2% | $6,731-97.7% | $5,403-97.1% |