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 | $28,909 | $140,940-79.5% | $112,229-74.2% | $139,434-79.3% |
| Participation rate | 78.3% | 79.2%-0.9pp | 72.4%+5.8pp | 80.3%-2.1pp |
| Annual return | -5.61% | 32.71%-38.3pp | 30.20%-35.8pp | 372.94%-378.6pp |
| Employer contribution / active EE | $2,618 | $4,283-38.9% | $3,430-23.7% | $4,751-44.9% |
| Participant deferral / active EE | $5,299 | $5,874-9.8% | $4,798+10.4% | $6,710-21.0% |
| Admin fee / account holder | $272 | $9,954-97.3% | $7,748-96.5% | $11,403-97.6% |