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 | $20,402 | $167,307-87.8% | $143,757-85.8% | $134,475-84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.35% | 0.46%-32.8pp | -0.04%-32.3pp | 417.96%-450.3pp |
| Employer contribution / active EE | $3,208 | $5,619-42.9% | $4,951-35.2% | $4,740-32.3% |
| Participant deferral / active EE | $8,933 | $6,446+38.6% | $5,637+58.5% | $6,400+39.6% |
| Admin fee / account holder | $252 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |