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 | $18,169 | $129,942-86.0% | $104,294-82.6% | $134,475-86.5% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -21.38% | 42.03%-63.4pp | 24.61%-46.0pp | 417.96%-439.3pp |
| Employer contribution / active EE | $2,158 | $4,184-48.4% | $3,372-36.0% | $4,740-54.5% |
| Participant deferral / active EE | $4,271 | $5,588-23.6% | $4,625-7.7% | $6,400-33.3% |
| Admin fee / account holder | $262 | $9,323-97.2% | $7,339-96.4% | $11,426-97.7% |