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 | $14,817 | $133,958-88.9% | $112,228-86.8% | $134,475-89.0% |
| Participation rate | 94.1% | 78.6%+15.6pp | 75.1%+19.1pp | 81.2%+12.9pp |
| Annual return | -24.19% | 47.11%-71.3pp | 27.45%-51.6pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,835 | $4,038-29.8% | $3,635-22.0% | $4,740-40.2% |
| Participant deferral / active EE | $6,918 | $5,291+30.8% | $4,728+46.3% | $6,400+8.1% |
| Admin fee / account holder | $77 | $7,489-99.0% | $6,410-98.8% | $11,426-99.3% |