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 | $12,840 | $133,958-90.4% | $112,228-88.6% | $134,475-90.5% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -30.30% | 47.11%-77.4pp | 27.45%-57.8pp | 417.96%-448.3pp |
| Employer contribution / active EE | $2,741 | $4,038-32.1% | $3,635-24.6% | $4,740-42.2% |
| Participant deferral / active EE | $4,419 | $5,291-16.5% | $4,728-6.5% | $6,400-31.0% |
| Admin fee / account holder | $37 | $7,489-99.5% | $6,410-99.4% | $11,426-99.7% |