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 | $31,502 | $167,484-81.2% | $151,611-79.2% | $134,475-76.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -52.01% | 7.80%-59.8pp | 3.33%-55.3pp | 417.96%-470.0pp |
| Employer contribution / active EE | $1,644 | $6,829-75.9% | $6,166-73.3% | $4,740-65.3% |
| Participant deferral / active EE | $9,486 | $8,986+5.6% | $8,363+13.4% | $6,400+48.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |