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 | $51,770 | $106,515-51.4% | $96,683-46.5% | $139,434-62.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | -1.22% | 38.43%-39.6pp | 35.69%-36.9pp | 372.94%-374.2pp |
| Employer contribution / active EE | $2,106 | $4,103-48.7% | $3,737-43.6% | $4,751-55.7% |
| Participant deferral / active EE | $17,149 | $5,454+214.4% | $4,878+251.5% | $6,710+155.6% |
| Admin fee / account holder | $46 | $7,877-99.4% | $6,730-99.3% | $11,403-99.6% |