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 6-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 | $23,048 | $82,286-72.0% | $68,791-66.5% | $134,475-82.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.82% | -2.19%-18.6pp | -6.38%-14.4pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,893 | $3,301+17.9% | $2,655+46.6% | $4,740-17.9% |
| Participant deferral / active EE | $5,539 | $4,739+16.9% | $3,941+40.5% | $6,400-13.5% |
| Admin fee / account holder | $205 | $6,481-96.8% | $4,932-95.8% | $11,426-98.2% |