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 | $47,140 | $115,770-59.3% | $101,248-53.4% | $158,922-70.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | -6.29% | 56.14%-62.4pp | 46.47%-52.8pp | 302.83%-309.1pp |
| Employer contribution / active EE | $1,605 | $4,175-61.6% | $3,660-56.2% | $4,761-66.3% |
| Participant deferral / active EE | $2,083 | $4,957-58.0% | $4,370-52.3% | $5,982-65.2% |
| Admin fee / account holder | $264 | $7,245-96.4% | $5,945-95.6% | $11,246-97.7% |