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 | $25,642 | $56,199-54.4% | $67,652-62.1% | $59,632-57.0% |
| Participation rate | 85.1% | 71.5%+13.6pp | 75.7%+9.4pp | 68.7%+16.4pp |
| Annual return | -2.69% | 18505.31%-18508.0pp | 6625.04%-6627.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,916 | $1,614+18.7% | $2,266-15.4% | $2,203-13.0% |
| Participant deferral / active EE | $2,673 | $2,844-6.0% | $3,560-24.9% | $3,192-16.2% |
| Admin fee / account holder | $254 | $3,958-93.6% | $4,821-94.7% | $4,297-94.1% |