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 | $13,918 | $133,958-89.6% | $112,228-87.6% | $134,475-89.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -22.38% | 47.11%-69.5pp | 27.45%-49.8pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,583 | $4,038-36.0% | $3,635-28.9% | $4,740-45.5% |
| Participant deferral / active EE | $3,551 | $5,291-32.9% | $4,728-24.9% | $6,400-44.5% |
| Admin fee / account holder | $86 | $7,489-98.8% | $6,410-98.7% | $11,426-99.2% |