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 | $16,990 | $69,518-75.6% | $59,878-71.6% | $135,375-87.4% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.7%+12.8pp | 82.6%+4.9pp |
| Annual return | -11.82% | 7.94%-19.8pp | 3.46%-15.3pp | 519.73%-531.6pp |
| Employer contribution / active EE | $2,543 | $3,235-21.4% | $2,722-6.6% | $4,779-46.8% |
| Participant deferral / active EE | $5,517 | $4,206+31.2% | $3,402+62.2% | $5,609-1.6% |
| Admin fee / account holder | $27 | $5,734-99.5% | $3,590-99.3% | $10,827-99.8% |