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 | $21,606 | $93,024-76.8% | $77,024-71.9% | $134,475-83.9% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -23.04% | 62.60%-85.6pp | 42.32%-65.4pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,686 | $3,418-50.7% | $2,812-40.0% | $4,740-64.4% |
| Participant deferral / active EE | $2,814 | $5,238-46.3% | $4,426-36.4% | $6,400-56.0% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |