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 | $38,621 | $101,069-61.8% | $81,478-52.6% | $147,584-73.8% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | -3.32% | 32.40%-35.7pp | 38.78%-42.1pp | 578.55%-581.9pp |
| Employer contribution / active EE | $1,050 | $3,205-67.2% | $2,568-59.1% | $4,876-78.5% |
| Participant deferral / active EE | $1,069 | $4,242-74.8% | $3,537-69.8% | $5,439-80.3% |
| Admin fee / account holder | $127 | $5,812-97.8% | $4,561-97.2% | $10,885-98.8% |