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 | $16,762 | $97,044-82.7% | $83,333-79.9% | $135,375-87.6% |
| Participation rate | 77.8% | 80.4%-2.6pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -11.89% | 12.31%-24.2pp | 10.63%-22.5pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,355 | $4,143-67.3% | $3,379-59.9% | $4,779-71.7% |
| Participant deferral / active EE | $5,273 | $5,964-11.6% | $5,565-5.2% | $5,609-6.0% |
| Admin fee / account holder | $287 | $8,380-96.6% | $7,510-96.2% | $10,827-97.3% |