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 5-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 | $18,800 | $167,307-88.8% | $143,757-86.9% | $134,475-86.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.82% | 0.46%-33.3pp | -0.04%-32.8pp | 417.96%-450.8pp |
| Employer contribution / active EE | $4,439 | $5,619-21.0% | $4,951-10.3% | $4,740-6.4% |
| Participant deferral / active EE | $9,357 | $6,446+45.2% | $5,637+66.0% | $6,400+46.2% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |