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 7-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 | $29,262 | $101,618-71.2% | $93,063-68.6% | $137,256-78.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | -11.95% | 223.95%-235.9pp | 34.15%-46.1pp | 220.34%-232.3pp |
| Employer contribution / active EE | $1,697 | $2,707-37.3% | $2,476-31.5% | $4,156-59.2% |
| Participant deferral / active EE | $4,990 | $4,279+16.6% | $3,958+26.1% | $6,407-22.1% |
| Admin fee / account holder | $190 | $6,198-96.9% | $6,033-96.8% | $12,270-98.4% |