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 7-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 | $37,341 | $82,664-54.8% | $125,339-70.2% | $68,494-45.5% |
| Participation rate | 74.1% | 75.0%-1.0pp | 82.4%-8.3pp | 67.9%+6.2pp |
| Annual return | -19.95% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $743 | $3,381-78.0% | $4,814-84.6% | $2,596-71.4% |
| Participant deferral / active EE | $7,469 | $6,110+22.2% | $7,446+0.3% | $4,027+85.5% |
| Admin fee / account holder | $229 | $6,275-96.4% | $10,010-97.7% | $5,403-95.8% |