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 | $41,172 | $133,958-69.3% | $112,228-63.3% | $134,475-69.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.54% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $11,884 | $4,038+194.3% | $3,635+227.0% | $4,740+150.7% |
| Participant deferral / active EE | $18,167 | $5,291+243.4% | $4,728+284.2% | $6,400+183.9% |
| Admin fee / account holder | $67 | $7,489-99.1% | $6,410-98.9% | $11,426-99.4% |