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 | $23,766 | $73,867-67.8% | $143,757-83.5% | $68,494-65.3% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -25.78% | 1.01%-26.8pp | -0.04%-25.7pp | -7.84%-17.9pp |
| Employer contribution / active EE | $3,831 | $3,184+20.3% | $4,951-22.6% | $2,596+47.6% |
| Participant deferral / active EE | $9,836 | $3,384+190.6% | $5,637+74.5% | $4,027+144.2% |
| Admin fee / account holder | $121 | $5,755-97.9% | $14,673-99.2% | $5,403-97.8% |