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 | $12,628 | $95,862-86.8% | $79,550-84.1% | $134,475-90.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -24.25% | -2.69%-21.6pp | 0.16%-24.4pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,246 | $3,128-28.2% | $2,413-6.9% | $4,740-52.6% |
| Participant deferral / active EE | $4,733 | $4,693+0.9% | $3,985+18.8% | $6,400-26.0% |
| Admin fee / account holder | $67 | $9,126-99.3% | $6,832-99.0% | $11,426-99.4% |