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 | $32,394 | $167,307-80.6% | $143,757-77.5% | $134,475-75.9% |
| Participation rate | 86.7% | 84.8%+1.9pp | 80.3%+6.4pp | 81.2%+5.4pp |
| Annual return | -45.55% | 0.46%-46.0pp | -0.04%-45.5pp | 417.96%-463.5pp |
| Employer contribution / active EE | $4,368 | $5,619-22.3% | $4,951-11.8% | $4,740-7.8% |
| Participant deferral / active EE | $9,914 | $6,446+53.8% | $5,637+75.9% | $6,400+54.9% |
| Admin fee / account holder | $98 | $18,088-99.5% | $14,673-99.3% | $11,426-99.1% |