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 | $11,736 | $133,958-91.2% | $112,228-89.5% | $134,475-91.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -44.32% | 47.11%-91.4pp | 27.45%-71.8pp | 417.96%-462.3pp |
| Employer contribution / active EE | $2,014 | $4,038-50.1% | $3,635-44.6% | $4,740-57.5% |
| Participant deferral / active EE | $5,100 | $5,291-3.6% | $4,728+7.9% | $6,400-20.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |