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 6-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 | $30,743 | $73,004-57.9% | $90,749-66.1% | $68,494-55.1% |
| Participation rate | 82.0% | 70.8%+11.1pp | 75.7%+6.3pp | 67.9%+14.1pp |
| Annual return | -20.98% | -13.81%-7.2pp | -12.16%-8.8pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,384 | $2,193+8.7% | $2,921-18.4% | $2,596-8.2% |
| Participant deferral / active EE | $4,765 | $3,627+31.4% | $4,564+4.4% | $4,027+18.3% |
| Admin fee / account holder | $224 | $5,896-96.2% | $8,445-97.3% | $5,403-95.9% |