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 | $25,996 | $124,281-79.1% | $109,143-76.2% | $167,490-84.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -16.39% | 26.04%-42.4pp | 25.75%-42.1pp | 478.56%-495.0pp |
| Employer contribution / active EE | $4,523 | $4,207+7.5% | $3,722+21.5% | $4,837-6.5% |
| Participant deferral / active EE | $13,863 | $5,255+163.8% | $4,653+197.9% | $6,341+118.6% |
| Admin fee / account holder | $278 | $7,970-96.5% | $6,752-95.9% | $12,309-97.7% |