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 | $30,822 | $142,344-78.3% | $119,609-74.2% | $134,475-77.1% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -22.21% | -12.44%-9.8pp | -14.97%-7.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,535 | $5,222-51.5% | $4,232-40.1% | $4,740-46.5% |
| Participant deferral / active EE | $10,985 | $6,469+69.8% | $5,602+96.1% | $6,400+71.6% |
| Admin fee / account holder | $52 | $13,584-99.6% | $10,323-99.5% | $11,426-99.5% |