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 5-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 | $61,385 | $159,901-61.6% | $146,958-58.2% | $145,922-57.9% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | -2.76% | 98.13%-100.9pp | 418.34%-421.1pp | 561.29%-564.0pp |
| Employer contribution / active EE | $7,375 | $5,286+39.5% | $4,933+49.5% | $4,660+58.3% |
| Participant deferral / active EE | $3,404 | $8,428-59.6% | $8,070-57.8% | $6,688-49.1% |
| Admin fee / account holder | $57 | $15,044-99.6% | $12,998-99.6% | $13,397-99.6% |