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 | $32,077 | $167,307-80.8% | $143,757-77.7% | $134,475-76.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -29.14% | 0.46%-29.6pp | -0.04%-29.1pp | 417.96%-447.1pp |
| Employer contribution / active EE | $2,954 | $5,619-47.4% | $4,951-40.3% | $4,740-37.7% |
| Participant deferral / active EE | $5,969 | $6,446-7.4% | $5,637+5.9% | $6,400-6.7% |
| Admin fee / account holder | $208 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |