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 7-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 | $30,402 | $92,703-67.2% | $82,719-63.2% | $134,475-77.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -40.21% | 944.92%-985.1pp | 701.18%-741.4pp | 417.96%-458.2pp |
| Employer contribution / active EE | $3,349 | $3,274+2.3% | $3,009+11.3% | $4,740-29.3% |
| Participant deferral / active EE | $4,112 | $4,802-14.4% | $4,395-6.4% | $6,400-35.8% |
| Admin fee / account holder | $286 | $5,983-95.2% | $5,329-94.6% | $11,426-97.5% |