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 | $24,347 | $129,942-81.3% | $104,294-76.7% | $134,475-81.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -32.54% | 42.03%-74.6pp | 24.61%-57.1pp | 417.96%-450.5pp |
| Employer contribution / active EE | $9,698 | $4,184+131.8% | $3,372+187.6% | $4,740+104.6% |
| Participant deferral / active EE | $7,864 | $5,588+40.7% | $4,625+70.0% | $6,400+22.9% |
| Admin fee / account holder | $146 | $9,323-98.4% | $7,339-98.0% | $11,426-98.7% |