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 7-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 | $19,881 | $73,867-73.1% | $143,757-86.2% | $68,494-71.0% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -21.23% | 1.01%-22.2pp | -0.04%-21.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,824 | $3,184-42.7% | $4,951-63.2% | $2,596-29.7% |
| Participant deferral / active EE | $3,016 | $3,384-10.9% | $5,637-46.5% | $4,027-25.1% |
| Admin fee / account holder | $206 | $5,755-96.4% | $14,673-98.6% | $5,403-96.2% |