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 | $6,513 | $67,331-90.3% | $60,874-89.3% | $134,475-95.2% |
| Participation rate | 78.9% | 76.2%+2.8pp | 73.1%+5.8pp | 81.2%-2.3pp |
| Annual return | -60.34% | 49.93%-110.3pp | 16.90%-77.2pp | 417.96%-478.3pp |
| Employer contribution / active EE | $2,144 | $3,096-30.8% | $2,701-20.6% | $4,740-54.8% |
| Participant deferral / active EE | $2,795 | $4,538-38.4% | $3,817-26.8% | $6,400-56.3% |
| Admin fee / account holder | $112 | $4,582-97.6% | $3,224-96.5% | $11,426-99.0% |