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 | $39,102 | $133,958-70.8% | $112,228-65.2% | $134,475-70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.14% | 47.11%-73.3pp | 27.45%-53.6pp | 417.96%-444.1pp |
| Employer contribution / active EE | $15,291 | $4,038+278.7% | $3,635+320.7% | $4,740+222.6% |
| Participant deferral / active EE | $13,667 | $5,291+158.3% | $4,728+189.1% | $6,400+113.6% |
| Admin fee / account holder | $98 | $7,489-98.7% | $6,410-98.5% | $11,426-99.1% |