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 | $38,356 | $167,307-77.1% | $143,757-73.3% | $134,475-71.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.99% | 0.46%-21.4pp | -0.04%-20.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,332 | $5,619-76.3% | $4,951-73.1% | $4,740-71.9% |
| Participant deferral / active EE | $9,081 | $6,446+40.9% | $5,637+61.1% | $6,400+41.9% |
| Admin fee / account holder | $199 | $18,088-98.9% | $14,673-98.6% | $11,426-98.3% |