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 8-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 | $30,766 | $105,860-70.9% | $90,749-66.1% | $134,475-77.1% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.7%+4.3pp | 81.2%-1.2pp |
| Annual return | -21.13% | -11.01%-10.1pp | -12.16%-9.0pp | 417.96%-439.1pp |
| Employer contribution / active EE | $4,246 | $3,462+22.6% | $2,921+45.4% | $4,740-10.4% |
| Participant deferral / active EE | $6,779 | $5,216+30.0% | $4,564+48.5% | $6,400+5.9% |
| Admin fee / account holder | $69 | $13,938-99.5% | $8,445-99.2% | $11,426-99.4% |