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 | $23,136 | $97,757-76.3% | $83,848-72.4% | $135,375-82.9% |
| Participation rate | 84.6% | 80.0%+4.7pp | 76.1%+8.5pp | 82.6%+2.0pp |
| Annual return | -12.33% | 1287.37%-1299.7pp | 850.88%-863.2pp | 519.73%-532.1pp |
| Employer contribution / active EE | $3,655 | $4,222-13.4% | $3,631+0.7% | $4,779-23.5% |
| Participant deferral / active EE | $7,370 | $4,682+57.4% | $4,082+80.6% | $5,609+31.4% |
| Admin fee / account holder | $11 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |