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 8-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 | $30,599 | $71,883-57.4% | $86,677-64.7% | $68,494-55.3% |
| Participation rate | 73.0% | 72.2%+0.7pp | 76.6%-3.6pp | 67.9%+5.1pp |
| Annual return | -33.20% | 3.52%-36.7pp | 35.91%-69.1pp | -7.84%-25.4pp |
| Employer contribution / active EE | $1,169 | $2,173-46.2% | $2,836-58.8% | $2,596-55.0% |
| Participant deferral / active EE | $3,207 | $3,779-15.1% | $4,656-31.1% | $4,027-20.4% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |