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 | $25,673 | $138,065-81.4% | $123,544-79.2% | $135,375-81.0% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -13.37% | 153.68%-167.1pp | 119.20%-132.6pp | 519.73%-533.1pp |
| Employer contribution / active EE | $2,659 | $5,151-48.4% | $4,628-42.5% | $4,779-44.4% |
| Participant deferral / active EE | $5,966 | $6,799-12.2% | $6,426-7.1% | $5,609+6.4% |
| Admin fee / account holder | $174 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |