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 | $17,473 | $129,942-86.6% | $104,294-83.2% | $134,475-87.0% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -32.46% | 42.03%-74.5pp | 24.61%-57.1pp | 417.96%-450.4pp |
| Employer contribution / active EE | $3,616 | $4,184-13.6% | $3,372+7.3% | $4,740-23.7% |
| Participant deferral / active EE | $4,880 | $5,588-12.7% | $4,625+5.5% | $6,400-23.7% |
| Admin fee / account holder | $62 | $9,323-99.3% | $7,339-99.1% | $11,426-99.5% |