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 | $16,802 | $85,202-80.3% | $172,739-90.3% | $72,985-77.0% |
| Participation rate | 93.3% | 70.1%+23.3pp | 82.6%+10.7pp | 69.5%+23.8pp |
| Annual return | -9.03% | 27.32%-36.4pp | 802.84%-811.9pp | 81.00%-90.0pp |
| Employer contribution / active EE | $3,286 | $3,324-1.2% | $5,143-36.1% | $2,440+34.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,607-100.0% |
| Admin fee / account holder | $190 | $5,884-96.8% | $13,954-98.6% | $5,124-96.3% |