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 4-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 | $41,994 | $106,543-60.6% | $91,220-54.0% | $134,475-68.8% |
| Participation rate | 71.4% | 76.8%-5.4pp | 73.2%-1.8pp | 81.2%-9.8pp |
| Annual return | -21.98% | 160.60%-182.6pp | 114.01%-136.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $918 | $3,331-72.4% | $2,850-67.8% | $4,740-80.6% |
| Participant deferral / active EE | $5,757 | $4,719+22.0% | $4,234+36.0% | $6,400-10.0% |
| Admin fee / account holder | $34 | $6,231-99.5% | $5,420-99.4% | $11,426-99.7% |