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 5-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 | $30,722 | $99,640-69.2% | $86,436-64.5% | $134,475-77.2% |
| Participation rate | 83.3% | 82.0%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -23.15% | 6782.58%-6805.7pp | 4394.89%-4418.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $2,359 | $4,400-46.4% | $3,769-37.4% | $4,740-50.2% |
| Participant deferral / active EE | $11,699 | $7,246+61.5% | $6,952+68.3% | $6,400+82.8% |
| Admin fee / account holder | $40 | $8,371-99.5% | $6,731-99.4% | $11,426-99.6% |