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 | $30,711 | $167,307-81.6% | $143,757-78.6% | $134,475-77.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -32.85% | 0.46%-33.3pp | -0.04%-32.8pp | 417.96%-450.8pp |
| Employer contribution / active EE | $2,850 | $5,619-49.3% | $4,951-42.4% | $4,740-39.9% |
| Participant deferral / active EE | $8,931 | $6,446+38.6% | $5,637+58.4% | $6,400+39.6% |
| Admin fee / account holder | $203 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |