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 | $37,549 | $167,307-77.6% | $143,757-73.9% | $134,475-72.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.59% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,581 | $5,619-54.1% | $4,951-47.9% | $4,740-45.5% |
| Participant deferral / active EE | $4,728 | $6,446-26.6% | $5,637-16.1% | $6,400-26.1% |
| Admin fee / account holder | $35 | $18,088-99.8% | $14,673-99.8% | $11,426-99.7% |