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 | $40,297 | $167,307-75.9% | $143,757-72.0% | $134,475-70.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.17% | 0.46%-21.6pp | -0.04%-21.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $8,874 | $5,619+57.9% | $4,951+79.2% | $4,740+87.2% |
| Participant deferral / active EE | $4,134 | $6,446-35.9% | $5,637-26.7% | $6,400-35.4% |
| Admin fee / account holder | $123 | $18,088-99.3% | $14,673-99.2% | $11,426-98.9% |