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 5-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 | $35,662 | $167,307-78.7% | $143,757-75.2% | $134,475-73.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.39% | 0.46%-22.8pp | -0.04%-22.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,159 | $5,619-61.6% | $4,951-56.4% | $4,740-54.4% |
| Participant deferral / active EE | $10,888 | $6,446+68.9% | $5,637+93.1% | $6,400+70.1% |
| Admin fee / account holder | $43 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |