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 | $13,321 | $73,867-82.0% | $143,757-90.7% | $68,494-80.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -25.84% | 1.01%-26.8pp | -0.04%-25.8pp | -7.84%-18.0pp |
| Employer contribution / active EE | $4,749 | $3,184+49.2% | $4,951-4.1% | $2,596+82.9% |
| Participant deferral / active EE | $3,521 | $3,384+4.0% | $5,637-37.5% | $4,027-12.6% |
| Admin fee / account holder | $27 | $5,755-99.5% | $14,673-99.8% | $5,403-99.5% |