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 9-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 | $15,776 | $73,867-78.6% | $143,757-89.0% | $68,494-77.0% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -19.43% | 1.01%-20.4pp | -0.04%-19.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,062 | $3,184-66.7% | $4,951-78.6% | $2,596-59.1% |
| Participant deferral / active EE | $2,567 | $3,384-24.1% | $5,637-54.5% | $4,027-36.2% |
| Admin fee / account holder | $1 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |