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 | $17,891 | $129,942-86.2% | $104,294-82.8% | $134,475-86.7% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -194.11% | 42.03%-236.1pp | 24.61%-218.7pp | 417.96%-612.1pp |
| Employer contribution / active EE | $2,134 | $4,184-49.0% | $3,372-36.7% | $4,740-55.0% |
| Participant deferral / active EE | $11,440 | $5,588+104.7% | $4,625+147.3% | $6,400+78.8% |
| Admin fee / account holder | $127 | $9,323-98.6% | $7,339-98.3% | $11,426-98.9% |