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 | $28,412 | $167,307-83.0% | $143,757-80.2% | $134,475-78.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -21.35% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,700 | $5,619-51.9% | $4,951-45.5% | $4,740-43.0% |
| Participant deferral / active EE | $7,309 | $6,446+13.4% | $5,637+29.7% | $6,400+14.2% |
| Admin fee / account holder | $285 | $18,088-98.4% | $14,673-98.1% | $11,426-97.5% |