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 | $6,590 | $67,331-90.2% | $60,874-89.2% | $134,475-95.1% |
| Participation rate | 78.9% | 76.2%+2.8pp | 73.1%+5.8pp | 81.2%-2.3pp |
| Annual return | -44.44% | 49.93%-94.4pp | 16.90%-61.3pp | 417.96%-462.4pp |
| Employer contribution / active EE | $1,090 | $3,096-64.8% | $2,701-59.7% | $4,740-77.0% |
| Participant deferral / active EE | $3,465 | $4,538-23.7% | $3,817-9.2% | $6,400-45.9% |
| Admin fee / account holder | $214 | $4,582-95.3% | $3,224-93.4% | $11,426-98.1% |