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 8-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 | $23,790 | $152,509-84.4% | $117,472-79.7% | $134,475-82.3% |
| Participation rate | 77.8% | 77.1%+0.7pp | 70.6%+7.2pp | 81.2%-3.4pp |
| Annual return | -21.83% | 52.99%-74.8pp | 29.74%-51.6pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,077 | $5,571-62.7% | $4,176-50.3% | $4,740-56.2% |
| Participant deferral / active EE | $3,936 | $4,818-18.3% | $4,070-3.3% | $6,400-38.5% |
| Admin fee / account holder | $206 | $7,004-97.1% | $5,645-96.3% | $11,426-98.2% |