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 7-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 | $29,839 | $190,805-84.4% | $159,960-81.3% | $134,475-77.8% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -34.11% | 552.23%-586.3pp | 408.60%-442.7pp | 417.96%-452.1pp |
| Employer contribution / active EE | $5,190 | $4,995+3.9% | $4,226+22.8% | $4,740+9.5% |
| Participant deferral / active EE | $7,377 | $6,923+6.6% | $6,182+19.3% | $6,400+15.3% |
| Admin fee / account holder | $52 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |