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 | $24,683 | $92,703-73.4% | $82,719-70.2% | $134,475-81.6% |
| Participation rate | 72.7% | 75.2%-2.5pp | 72.6%+0.2pp | 81.2%-8.5pp |
| Annual return | -23.59% | 944.92%-968.5pp | 701.18%-724.8pp | 417.96%-441.6pp |
| Employer contribution / active EE | $918 | $3,274-72.0% | $3,009-69.5% | $4,740-80.6% |
| Participant deferral / active EE | $5,817 | $4,802+21.1% | $4,395+32.4% | $6,400-9.1% |
| Admin fee / account holder | $233 | $5,983-96.1% | $5,329-95.6% | $11,426-98.0% |