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 | $21,416 | $138,065-84.5% | $123,544-82.7% | $135,375-84.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.24% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,100 | $5,151-59.2% | $4,628-54.6% | $4,779-56.1% |
| Participant deferral / active EE | $11,015 | $6,799+62.0% | $6,426+71.4% | $5,609+96.4% |
| Admin fee / account holder | $79 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |