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 4-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 | $16,263 | $133,958-87.9% | $112,228-85.5% | $134,475-87.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.24% | 47.11%-71.4pp | 27.45%-51.7pp | 417.96%-442.2pp |
| Employer contribution / active EE | $4,890 | $4,038+21.1% | $3,635+34.5% | $4,740+3.2% |
| Participant deferral / active EE | $5,978 | $5,291+13.0% | $4,728+26.4% | $6,400-6.6% |
| Admin fee / account holder | $144 | $7,489-98.1% | $6,410-97.8% | $11,426-98.7% |