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 10-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 | $20,938 | $95,971-78.2% | $74,550-71.9% | $135,375-84.5% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -10.27% | 56.96%-67.2pp | 32.53%-42.8pp | 519.73%-530.0pp |
| Employer contribution / active EE | $3,315 | $2,716+22.0% | $1,961+69.0% | $4,779-30.6% |
| Participant deferral / active EE | $1,676 | $3,843-56.4% | $3,108-46.1% | $5,609-70.1% |
| Admin fee / account holder | $120 | $6,522-98.2% | $5,060-97.6% | $10,827-98.9% |