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 | $28,530 | $133,958-78.7% | $112,228-74.6% | $134,475-78.8% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -26.11% | 47.11%-73.2pp | 27.45%-53.6pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,375 | $4,038-41.2% | $3,635-34.7% | $4,740-49.9% |
| Participant deferral / active EE | $8,480 | $5,291+60.3% | $4,728+79.4% | $6,400+32.5% |
| Admin fee / account holder | -$20 | $7,489-100.3% | $6,410-100.3% | $11,426-100.2% |