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 | $22,617 | $167,307-86.5% | $143,757-84.3% | $134,475-83.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -35.18% | 0.46%-35.6pp | -0.04%-35.1pp | 417.96%-453.1pp |
| Employer contribution / active EE | $6,180 | $5,619+10.0% | $4,951+24.8% | $4,740+30.4% |
| Participant deferral / active EE | $7,174 | $6,446+11.3% | $5,637+27.3% | $6,400+12.1% |
| Admin fee / account holder | $165 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |