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 | $28,257 | $123,909-77.2% | $69,647-59.4% | $145,922-80.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | -1.80% | 190.55%-192.3pp | 100.48%-102.3pp | 561.29%-563.1pp |
| Employer contribution / active EE | $5,223 | $2,682+94.8% | $1,712+205.0% | $4,660+12.1% |
| Participant deferral / active EE | $5,938 | $4,236+40.2% | $2,886+105.8% | $6,688-11.2% |
| Admin fee / account holder | $103 | $7,863-98.7% | $4,713-97.8% | $13,397-99.2% |