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 | $26,528 | $167,307-84.1% | $143,757-81.5% | $134,475-80.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.29% | 0.46%-26.7pp | -0.04%-26.2pp | 417.96%-444.3pp |
| Employer contribution / active EE | $1,287 | $5,619-77.1% | $4,951-74.0% | $4,740-72.8% |
| Participant deferral / active EE | $13,927 | $6,446+116.1% | $5,637+147.1% | $6,400+117.6% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |