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 | $15,885 | $138,044-88.5% | $125,339-87.3% | $134,475-88.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -26.10% | 750.33%-776.4pp | 572.05%-598.1pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,642 | $5,243-49.6% | $4,814-45.1% | $4,740-44.3% |
| Participant deferral / active EE | $6,339 | $7,799-18.7% | $7,446-14.9% | $6,400-1.0% |
| Admin fee / account holder | $88 | $11,571-99.2% | $10,010-99.1% | $11,426-99.2% |