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 4-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 | $39,149 | $77,419-49.4% | $69,455-43.6% | $152,861-74.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | -33.29% | 39.06%-72.4pp | 28.97%-62.3pp | 345.32%-378.6pp |
| Employer contribution / active EE | $1,636 | $3,315-50.7% | $2,779-41.1% | $4,762-65.6% |
| Participant deferral / active EE | $2,045 | $4,414-53.7% | $3,535-42.2% | $5,850-65.0% |
| Admin fee / account holder | $75 | $6,207-98.8% | $3,839-98.1% | $11,596-99.4% |