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 | $39,261 | $129,942-69.8% | $104,294-62.4% | $134,475-70.8% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -29.01% | 42.03%-71.0pp | 24.61%-53.6pp | 417.96%-447.0pp |
| Employer contribution / active EE | $1,825 | $4,184-56.4% | $3,372-45.9% | $4,740-61.5% |
| Participant deferral / active EE | $8,031 | $5,588+43.7% | $4,625+73.6% | $6,400+25.5% |
| Admin fee / account holder | $26 | $9,323-99.7% | $7,339-99.6% | $11,426-99.8% |