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 | $37,277 | $100,773-63.0% | $88,946-58.1% | $142,382-73.8% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | -22.34% | 70.18%-92.5pp | 57.82%-80.2pp | 217.08%-239.4pp |
| Employer contribution / active EE | $740 | $2,918-74.6% | $2,555-71.0% | $4,299-82.8% |
| Participant deferral / active EE | $1,205 | $5,230-77.0% | $4,581-73.7% | $6,507-81.5% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |