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 6-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 | $19,067 | $133,958-85.8% | $112,228-83.0% | $134,475-85.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -23.40% | 47.11%-70.5pp | 27.45%-50.8pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,632 | $4,038-59.6% | $3,635-55.1% | $4,740-65.6% |
| Participant deferral / active EE | $7,503 | $5,291+41.8% | $4,728+58.7% | $6,400+17.2% |
| Admin fee / account holder | $68 | $7,489-99.1% | $6,410-98.9% | $11,426-99.4% |