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 | $28,016 | $92,222-69.6% | $76,768-63.5% | $135,375-79.3% |
| Participation rate | 86.7% | 79.8%+6.9pp | 77.0%+9.7pp | 82.6%+4.0pp |
| Annual return | -44.23% | 5.46%-49.7pp | 2.43%-46.7pp | 519.73%-564.0pp |
| Employer contribution / active EE | $1,169 | $3,216-63.6% | $2,485-52.9% | $4,779-75.5% |
| Participant deferral / active EE | $1,550 | $4,509-65.6% | $3,852-59.8% | $5,609-72.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |