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 | $48,246 | $59,805-19.3% | $79,550-39.4% | $68,494-29.6% |
| Participation rate | 82.8% | 61.1%+21.7pp | 69.5%+13.3pp | 67.9%+14.9pp |
| Annual return | -21.57% | -12.30%-9.3pp | 0.16%-21.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $3,950 | $1,505+162.5% | $2,413+63.7% | $2,596+52.1% |
| Participant deferral / active EE | $3,346 | $3,024+10.6% | $3,985-16.0% | $4,027-16.9% |
| Admin fee / account holder | $185 | $4,835-96.2% | $6,832-97.3% | $5,403-96.6% |