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 | $24,314 | $167,484-85.5% | $151,611-84.0% | $134,475-81.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.50% | 7.80%-38.3pp | 3.33%-33.8pp | 417.96%-448.5pp |
| Employer contribution / active EE | $3,235 | $6,829-52.6% | $6,166-47.5% | $4,740-31.7% |
| Participant deferral / active EE | $12,212 | $8,986+35.9% | $8,363+46.0% | $6,400+90.8% |
| Admin fee / account holder | $92 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |