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 | $20,555 | $190,805-89.2% | $159,960-87.1% | $134,475-84.7% |
| Participation rate | 84.2% | 81.9%+2.3pp | 78.0%+6.3pp | 81.2%+3.0pp |
| Annual return | -21.25% | 552.23%-573.5pp | 408.60%-429.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,297 | $4,995-54.0% | $4,226-45.6% | $4,740-51.5% |
| Participant deferral / active EE | $5,374 | $6,923-22.4% | $6,182-13.1% | $6,400-16.0% |
| Admin fee / account holder | $258 | $10,471-97.5% | $8,698-97.0% | $11,426-97.7% |