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 | $49,532 | $93,024-46.8% | $77,024-35.7% | $134,475-63.2% |
| Participation rate | 70.8% | 74.5%-3.6pp | 67.9%+2.9pp | 81.2%-10.4pp |
| Annual return | -26.98% | 62.60%-89.6pp | 42.32%-69.3pp | 417.96%-444.9pp |
| Employer contribution / active EE | $2,667 | $3,418-22.0% | $2,812-5.2% | $4,740-43.7% |
| Participant deferral / active EE | $6,092 | $5,238+16.3% | $4,426+37.6% | $6,400-4.8% |
| Admin fee / account holder | $248 | $6,944-96.4% | $5,425-95.4% | $11,426-97.8% |