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 | $38,295 | $167,307-77.1% | $143,757-73.4% | $134,475-71.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -21.89% | 0.46%-22.4pp | -0.04%-21.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,554 | $5,619-72.3% | $4,951-68.6% | $4,740-67.2% |
| Participant deferral / active EE | $4,730 | $6,446-26.6% | $5,637-16.1% | $6,400-26.1% |
| Admin fee / account holder | $114 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |