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 | $19,478 | $95,862-79.7% | $79,550-75.5% | $134,475-85.5% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -21.72% | -2.69%-19.0pp | 0.16%-21.9pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,563 | $3,128-18.1% | $2,413+6.2% | $4,740-45.9% |
| Participant deferral / active EE | $5,437 | $4,693+15.9% | $3,985+36.4% | $6,400-15.0% |
| Admin fee / account holder | $24 | $9,126-99.7% | $6,832-99.6% | $11,426-99.8% |