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 | $83,186 | $93,024-10.6% | $77,024+8.0% | $134,475-38.1% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -21.94% | 62.60%-84.5pp | 42.32%-64.3pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,370 | $3,418-30.7% | $2,812-15.7% | $4,740-50.0% |
| Participant deferral / active EE | $16,261 | $5,238+210.5% | $4,426+267.4% | $6,400+154.1% |
| Admin fee / account holder | $61 | $6,944-99.1% | $5,425-98.9% | $11,426-99.5% |