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 | $36,938 | $73,867-50.0% | $143,757-74.3% | $68,494-46.1% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -25.37% | 1.01%-26.4pp | -0.04%-25.3pp | -7.84%-17.5pp |
| Employer contribution / active EE | $3,240 | $3,184+1.8% | $4,951-34.6% | $2,596+24.8% |
| Participant deferral / active EE | $7,577 | $3,384+123.9% | $5,637+34.4% | $4,027+88.1% |
| Admin fee / account holder | $250 | $5,755-95.7% | $14,673-98.3% | $5,403-95.4% |