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 | $52,080 | $124,281-58.1% | $109,143-52.3% | $167,490-68.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -7.10% | 26.04%-33.1pp | 25.75%-32.8pp | 478.56%-485.7pp |
| Employer contribution / active EE | $1,704 | $4,207-59.5% | $3,722-54.2% | $4,837-64.8% |
| Participant deferral / active EE | $1,942 | $5,255-63.1% | $4,653-58.3% | $6,341-69.4% |
| Admin fee / account holder | $102 | $7,970-98.7% | $6,752-98.5% | $12,309-99.2% |