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 | $16,743 | $52,519-68.1% | $155,790-89.3% | $59,632-71.9% |
| Participation rate | 84.9% | 61.7%+23.2pp | 76.1%+8.8pp | 68.7%+16.2pp |
| Annual return | -8.78% | 53.51%-62.3pp | 71.54%-80.3pp | 2041.28%-2050.1pp |
| Employer contribution / active EE | $7,003 | $1,589+340.7% | $3,836+82.6% | $2,203+217.9% |
| Participant deferral / active EE | $4,386 | $3,084+42.2% | $4,797-8.6% | $3,192+37.4% |
| Admin fee / account holder | $213 | $3,540-94.0% | $7,478-97.1% | $4,297-95.0% |