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 8-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 | $22,172 | $82,664-73.2% | $125,339-82.3% | $68,494-67.6% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -21.61% | -5.97%-15.6pp | 572.05%-593.7pp | -7.84%-13.8pp |
| Employer contribution / active EE | $1,223 | $3,381-63.8% | $4,814-74.6% | $2,596-52.9% |
| Participant deferral / active EE | $2,701 | $6,110-55.8% | $7,446-63.7% | $4,027-32.9% |
| Admin fee / account holder | $257 | $6,275-95.9% | $10,010-97.4% | $5,403-95.3% |