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 | $17,080 | $95,862-82.2% | $79,550-78.5% | $134,475-87.3% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -25.64% | -2.69%-23.0pp | 0.16%-25.8pp | 417.96%-443.6pp |
| Employer contribution / active EE | $2,165 | $3,128-30.8% | $2,413-10.3% | $4,740-54.3% |
| Participant deferral / active EE | $7,712 | $4,693+64.3% | $3,985+93.5% | $6,400+20.5% |
| Admin fee / account holder | $287 | $9,126-96.9% | $6,832-95.8% | $11,426-97.5% |