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 8-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 | $19,218 | $81,632-76.5% | $70,449-72.7% | $158,922-87.9% |
| Participation rate | 72.2% | 77.7%-5.5pp | 75.1%-2.8pp | 82.0%-9.7pp |
| Annual return | -0.37% | 208.40%-208.8pp | 109.03%-109.4pp | 302.83%-303.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,863 | $4,554-37.1% | $3,709-22.8% | $5,982-52.1% |
| Admin fee / account holder | $165 | $6,193-97.3% | $3,845-95.7% | $11,246-98.5% |