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 | $21,139 | $82,664-74.4% | $125,339-83.1% | $68,494-69.1% |
| Participation rate | 74.2% | 75.0%-0.8pp | 82.4%-8.2pp | 67.9%+6.3pp |
| Annual return | -19.86% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,833 | $3,381-16.2% | $4,814-41.1% | $2,596+9.1% |
| Participant deferral / active EE | $5,232 | $6,110-14.4% | $7,446-29.7% | $4,027+29.9% |
| Admin fee / account holder | $85 | $6,275-98.6% | $10,010-99.1% | $5,403-98.4% |