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 | $37,112 | $105,860-64.9% | $90,749-59.1% | $134,475-72.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -23.48% | -11.01%-12.5pp | -12.16%-11.3pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,284 | $3,462-34.0% | $2,921-21.8% | $4,740-51.8% |
| Participant deferral / active EE | $7,120 | $5,216+36.5% | $4,564+56.0% | $6,400+11.3% |
| Admin fee / account holder | $268 | $13,938-98.1% | $8,445-96.8% | $11,426-97.7% |