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 | $17,976 | $133,958-86.6% | $112,228-84.0% | $134,475-86.6% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -24.06% | 47.11%-71.2pp | 27.45%-51.5pp | 417.96%-442.0pp |
| Employer contribution / active EE | $1,367 | $4,038-66.2% | $3,635-62.4% | $4,740-71.2% |
| Participant deferral / active EE | $8,858 | $5,291+67.4% | $4,728+87.4% | $6,400+38.4% |
| Admin fee / account holder | $123 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |