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 | $47,573 | $73,004-34.8% | $90,749-47.6% | $68,494-30.5% |
| Participation rate | 71.1% | 70.8%+0.3pp | 75.7%-4.6pp | 67.9%+3.2pp |
| Annual return | -19.92% | -13.81%-6.1pp | -12.16%-7.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $4,591 | $2,193+109.4% | $2,921+57.2% | $2,596+76.8% |
| Participant deferral / active EE | $9,369 | $3,627+158.3% | $4,564+105.3% | $4,027+132.6% |
| Admin fee / account holder | $170 | $5,896-97.1% | $8,445-98.0% | $5,403-96.9% |