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 8-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 | $35,570 | $92,703-61.6% | $82,719-57.0% | $134,475-73.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -26.93% | 944.92%-971.9pp | 701.18%-728.1pp | 417.96%-444.9pp |
| Employer contribution / active EE | $3,659 | $3,274+11.8% | $3,009+21.6% | $4,740-22.8% |
| Participant deferral / active EE | $5,647 | $4,802+17.6% | $4,395+28.5% | $6,400-11.8% |
| Admin fee / account holder | $160 | $5,983-97.3% | $5,329-97.0% | $11,426-98.6% |