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 | $29,960 | $100,754-70.3% | $86,677-65.4% | $134,475-77.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.94% | 29.04%-52.0pp | 35.91%-58.8pp | 417.96%-440.9pp |
| Employer contribution / active EE | $5,467 | $3,489+56.7% | $2,836+92.7% | $4,740+15.3% |
| Participant deferral / active EE | $7,167 | $5,338+34.3% | $4,656+53.9% | $6,400+12.0% |
| Admin fee / account holder | $281 | $10,926-97.4% | $7,493-96.2% | $11,426-97.5% |