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 | $17,354 | $95,862-81.9% | $79,550-78.2% | $134,475-87.1% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -28.60% | -2.69%-25.9pp | 0.16%-28.8pp | 417.96%-446.6pp |
| Employer contribution / active EE | $891 | $3,128-71.5% | $2,413-63.1% | $4,740-81.2% |
| Participant deferral / active EE | $7,997 | $4,693+70.4% | $3,985+100.7% | $6,400+25.0% |
| Admin fee / account holder | $21 | $9,126-99.8% | $6,832-99.7% | $11,426-99.8% |