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 | $36,243 | $71,883-49.6% | $86,677-58.2% | $68,494-47.1% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -19.36% | 3.52%-22.9pp | 35.91%-55.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,605 | $2,173+19.9% | $2,836-8.2% | $2,596+0.3% |
| Participant deferral / active EE | $10,134 | $3,779+168.2% | $4,656+117.7% | $4,027+151.6% |
| Admin fee / account holder | $82 | $6,112-98.7% | $7,493-98.9% | $5,403-98.5% |