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 | $28,451 | $154,228-81.6% | $145,433-80.4% | $137,256-79.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -17.52% | 74.59%-92.1pp | 66.58%-84.1pp | 220.34%-237.9pp |
| Employer contribution / active EE | $3,569 | $4,804-25.7% | $4,554-21.6% | $4,156-14.1% |
| Participant deferral / active EE | $4,999 | $8,216-39.2% | $7,897-36.7% | $6,407-22.0% |
| Admin fee / account holder | $52 | $14,344-99.6% | $13,129-99.6% | $12,270-99.6% |