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 | $28,914 | $167,307-82.7% | $143,757-79.9% | $134,475-78.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -20.80% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,538 | $5,619-37.0% | $4,951-28.5% | $4,740-25.3% |
| Participant deferral / active EE | $6,661 | $6,446+3.3% | $5,637+18.2% | $6,400+4.1% |
| Admin fee / account holder | $208 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |