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 | $26,338 | $167,307-84.3% | $143,757-81.7% | $134,475-80.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -26.74% | 0.46%-27.2pp | -0.04%-26.7pp | 417.96%-444.7pp |
| Employer contribution / active EE | $1,184 | $5,619-78.9% | $4,951-76.1% | $4,740-75.0% |
| Participant deferral / active EE | $12,206 | $6,446+89.4% | $5,637+116.5% | $6,400+90.7% |
| Admin fee / account holder | $227 | $18,088-98.7% | $14,673-98.5% | $11,426-98.0% |