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 9-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 | $19,705 | $73,867-73.3% | $143,757-86.3% | $68,494-71.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.27% | 1.01%-22.3pp | -0.04%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,978 | $3,184-37.9% | $4,951-60.0% | $2,596-23.8% |
| Participant deferral / active EE | $3,583 | $3,384+5.9% | $5,637-36.4% | $4,027-11.0% |
| Admin fee / account holder | $104 | $5,755-98.2% | $14,673-99.3% | $5,403-98.1% |