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 | $50,411 | $133,958-62.4% | $112,228-55.1% | $134,475-62.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.54% | 47.11%-69.7pp | 27.45%-50.0pp | 417.96%-440.5pp |
| Employer contribution / active EE | $11,830 | $4,038+193.0% | $3,635+225.5% | $4,740+149.6% |
| Participant deferral / active EE | $8,153 | $5,291+54.1% | $4,728+72.4% | $6,400+27.4% |
| Admin fee / account holder | $180 | $7,489-97.6% | $6,410-97.2% | $11,426-98.4% |