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 | $19,974 | $104,974-81.0% | $95,585-79.1% | $142,382-86.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | -9.15% | 210.33%-219.5pp | 38.56%-47.7pp | 217.08%-226.2pp |
| Employer contribution / active EE | $2,049 | $2,779-26.2% | $2,527-18.9% | $4,299-52.3% |
| Participant deferral / active EE | $2,341 | $4,352-46.2% | $4,023-41.8% | $6,507-64.0% |
| Admin fee / account holder | $32 | $6,386-99.5% | $6,127-99.5% | $12,624-99.7% |