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 | $21,319 | $167,307-87.3% | $143,757-85.2% | $134,475-84.1% |
| Participation rate | 76.5% | 84.8%-8.3pp | 80.3%-3.8pp | 81.2%-4.8pp |
| Annual return | -20.21% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $1,867 | $5,619-66.8% | $4,951-62.3% | $4,740-60.6% |
| Participant deferral / active EE | $5,035 | $6,446-21.9% | $5,637-10.7% | $6,400-21.3% |
| Admin fee / account holder | $53 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |