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 4-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 | $16,317 | $133,958-87.8% | $112,228-85.5% | $134,475-87.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -26.27% | 47.11%-73.4pp | 27.45%-53.7pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,132 | $4,038-72.0% | $3,635-68.8% | $4,740-76.1% |
| Participant deferral / active EE | $8,590 | $5,291+62.4% | $4,728+81.7% | $6,400+34.2% |
| Admin fee / account holder | $109 | $7,489-98.5% | $6,410-98.3% | $11,426-99.0% |