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 | $43,555 | $59,107-26.3% | $86,436-49.6% | $68,494-36.4% |
| Participation rate | 74.2% | 75.2%-1.0pp | 80.3%-6.1pp | 67.9%+6.3pp |
| Annual return | -20.17% | -0.23%-19.9pp | 4394.89%-4415.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $4,225 | $2,519+67.7% | $3,769+12.1% | $2,596+62.7% |
| Participant deferral / active EE | $10,158 | $5,901+72.1% | $6,952+46.1% | $4,027+152.2% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |