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 | $54,371 | $110,094-50.6% | $151,611-64.1% | $68,494-20.6% |
| Participation rate | 86.2% | 84.0%+2.2pp | 87.5%-1.3pp | 67.9%+18.3pp |
| Annual return | -19.66% | -10.12%-9.5pp | 3.33%-23.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,876 | $4,471-13.3% | $6,166-37.1% | $2,596+49.3% |
| Participant deferral / active EE | $7,834 | $6,527+20.0% | $8,363-6.3% | $4,027+94.5% |
| Admin fee / account holder | $255 | $7,719-96.7% | $11,616-97.8% | $5,403-95.3% |