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 | $20,722 | $142,344-85.4% | $119,609-82.7% | $134,475-84.6% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.3%-4.3pp | 81.2%-6.2pp |
| Annual return | -21.63% | -12.44%-9.2pp | -14.97%-6.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,954 | $5,222-43.4% | $4,232-30.2% | $4,740-37.7% |
| Participant deferral / active EE | $5,738 | $6,469-11.3% | $5,602+2.4% | $6,400-10.3% |
| Admin fee / account holder | $25 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |