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 3-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 | $41,028 | $92,703-55.7% | $82,719-50.4% | $134,475-69.5% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -21.36% | 944.92%-966.3pp | 701.18%-722.5pp | 417.96%-439.3pp |
| Employer contribution / active EE | $921 | $3,274-71.9% | $3,009-69.4% | $4,740-80.6% |
| Participant deferral / active EE | $2,844 | $4,802-40.8% | $4,395-35.3% | $6,400-55.6% |
| Admin fee / account holder | $256 | $5,983-95.7% | $5,329-95.2% | $11,426-97.8% |