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 7-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 | $37,731 | $45,152-16.4% | $73,843-48.9% | $59,632-36.7% |
| Participation rate | 97.4% | 64.0%+33.3pp | 73.4%+23.9pp | 68.7%+28.7pp |
| Annual return | -3.85% | 27.40%-31.2pp | 2267.84%-2271.7pp | 2041.28%-2045.1pp |
| Employer contribution / active EE | $1,696 | $1,902-10.8% | $2,787-39.1% | $2,203-23.0% |
| Participant deferral / active EE | $2,666 | $2,574+3.6% | $3,583-25.6% | $3,192-16.5% |
| Admin fee / account holder | $102 | $3,516-97.1% | $4,880-97.9% | $4,297-97.6% |