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 | $16,771 | $59,107-71.6% | $86,436-80.6% | $68,494-75.5% |
| Participation rate | 72.0% | 75.2%-3.2pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -21.55% | -0.23%-21.3pp | 4394.89%-4416.4pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,361 | $2,519-6.3% | $3,769-37.3% | $2,596-9.1% |
| Participant deferral / active EE | $5,920 | $5,901+0.3% | $6,952-14.8% | $4,027+47.0% |
| Admin fee / account holder | $280 | $5,637-95.0% | $6,731-95.8% | $5,403-94.8% |