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 9-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 | $53,462 | $167,307-68.0% | $143,757-62.8% | $134,475-60.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -20.27% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $2,334 | $5,619-58.5% | $4,951-52.9% | $4,740-50.8% |
| Participant deferral / active EE | $2,593 | $6,446-59.8% | $5,637-54.0% | $6,400-59.5% |
| Admin fee / account holder | $239 | $18,088-98.7% | $14,673-98.4% | $11,426-97.9% |