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 | $55,923 | $82,664-32.3% | $125,339-55.4% | $68,494-18.4% |
| Participation rate | 78.8% | 75.0%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -22.38% | -5.97%-16.4pp | 572.05%-594.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $3,157 | $3,381-6.6% | $4,814-34.4% | $2,596+21.6% |
| Participant deferral / active EE | $6,268 | $6,110+2.6% | $7,446-15.8% | $4,027+55.6% |
| Admin fee / account holder | $247 | $6,275-96.1% | $10,010-97.5% | $5,403-95.4% |