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 | $39,024 | $167,307-76.7% | $143,757-72.9% | $134,475-71.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.65% | 0.46%-21.1pp | -0.04%-20.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,419 | $5,619-57.0% | $4,951-51.1% | $4,740-49.0% |
| Participant deferral / active EE | $4,425 | $6,446-31.3% | $5,637-21.5% | $6,400-30.8% |
| Admin fee / account holder | $42 | $18,088-99.8% | $14,673-99.7% | $11,426-99.6% |