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 6-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 | $63,012 | $167,307-62.3% | $143,757-56.2% | $134,475-53.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -40.73% | 0.46%-41.2pp | -0.04%-40.7pp | 417.96%-458.7pp |
| Employer contribution / active EE | $10,242 | $5,619+82.3% | $4,951+106.9% | $4,740+116.1% |
| Participant deferral / active EE | $10,900 | $6,446+69.1% | $5,637+93.4% | $6,400+70.3% |
| Admin fee / account holder | $271 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |