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 6-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 | $21,947 | $82,664-73.5% | $125,339-82.5% | $68,494-68.0% |
| Participation rate | 82.1% | 75.0%+7.1pp | 82.4%-0.2pp | 67.9%+14.3pp |
| Annual return | -19.56% | -5.97%-13.6pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,829 | $3,381-16.3% | $4,814-41.2% | $2,596+9.0% |
| Participant deferral / active EE | $4,506 | $6,110-26.3% | $7,446-39.5% | $4,027+11.9% |
| Admin fee / account holder | $21 | $6,275-99.7% | $10,010-99.8% | $5,403-99.6% |