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 | $37,250 | $106,543-65.0% | $91,220-59.2% | $134,475-72.3% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.2%+15.7pp | 81.2%+7.7pp |
| Annual return | -22.05% | 160.60%-182.7pp | 114.01%-136.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $11,808 | $3,331+254.5% | $2,850+314.3% | $4,740+149.1% |
| Participant deferral / active EE | $6,997 | $4,719+48.3% | $4,234+65.3% | $6,400+9.3% |
| Admin fee / account holder | $138 | $6,231-97.8% | $5,420-97.5% | $11,426-98.8% |