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 6-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 | $19,277 | $100,754-80.9% | $86,677-77.8% | $134,475-85.7% |
| Participation rate | 71.4% | 78.9%-7.5pp | 76.6%-5.1pp | 81.2%-9.8pp |
| Annual return | -23.49% | 29.04%-52.5pp | 35.91%-59.4pp | 417.96%-441.5pp |
| Employer contribution / active EE | $2,685 | $3,489-23.0% | $2,836-5.3% | $4,740-43.3% |
| Participant deferral / active EE | $5,315 | $5,338-0.4% | $4,656+14.2% | $6,400-16.9% |
| Admin fee / account holder | $5 | $10,926-100.0% | $7,493-99.9% | $11,426-100.0% |