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 | $28,156 | $133,958-79.0% | $112,228-74.9% | $134,475-79.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -31.48% | 47.11%-78.6pp | 27.45%-58.9pp | 417.96%-449.4pp |
| Employer contribution / active EE | $2,312 | $4,038-42.8% | $3,635-36.4% | $4,740-51.2% |
| Participant deferral / active EE | $17,878 | $5,291+237.9% | $4,728+278.1% | $6,400+179.4% |
| Admin fee / account holder | $105 | $7,489-98.6% | $6,410-98.4% | $11,426-99.1% |