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 | $19,915 | $133,958-85.1% | $112,228-82.3% | $134,475-85.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -31.22% | 47.11%-78.3pp | 27.45%-58.7pp | 417.96%-449.2pp |
| Employer contribution / active EE | $1,247 | $4,038-69.1% | $3,635-65.7% | $4,740-73.7% |
| Participant deferral / active EE | $3,521 | $5,291-33.5% | $4,728-25.5% | $6,400-45.0% |
| Admin fee / account holder | $114 | $7,489-98.5% | $6,410-98.2% | $11,426-99.0% |