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 3-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 | $18,685 | $114,381-83.7% | $107,525-82.6% | $142,382-86.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -5.58% | 242.71%-248.3pp | 181.32%-186.9pp | 217.08%-222.7pp |
| Employer contribution / active EE | $1,271 | $4,015-68.3% | $3,754-66.1% | $4,299-70.4% |
| Participant deferral / active EE | $6,627 | $5,564+19.1% | $5,116+29.5% | $6,507+1.8% |
| Admin fee / account holder | $79 | $9,860-99.2% | $8,919-99.1% | $12,624-99.4% |