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 | $14,164 | $99,640-85.8% | $86,436-83.6% | $134,475-89.5% |
| Participation rate | 76.5% | 82.0%-5.6pp | 80.3%-3.9pp | 81.2%-4.8pp |
| Annual return | -27.36% | 6782.58%-6809.9pp | 4394.89%-4422.3pp | 417.96%-445.3pp |
| Employer contribution / active EE | $2,403 | $4,400-45.4% | $3,769-36.2% | $4,740-49.3% |
| Participant deferral / active EE | $6,560 | $7,246-9.5% | $6,952-5.6% | $6,400+2.5% |
| Admin fee / account holder | $133 | $8,371-98.4% | $6,731-98.0% | $11,426-98.8% |