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 | $22,877 | $45,863-50.1% | $77,024-70.3% | $68,494-66.6% |
| Participation rate | 81.4% | 55.9%+25.5pp | 67.9%+13.5pp | 67.9%+13.5pp |
| Annual return | -21.87% | 1.72%-23.6pp | 42.32%-64.2pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,717 | $1,650+64.7% | $2,812-3.4% | $2,596+4.6% |
| Participant deferral / active EE | $4,899 | $2,962+65.4% | $4,426+10.7% | $4,027+21.6% |
| Admin fee / account holder | $207 | $3,041-93.2% | $5,425-96.2% | $5,403-96.2% |