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 6-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 | $28,097 | $95,862-70.7% | $79,550-64.7% | $134,475-79.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.33% | -2.69%-19.6pp | 0.16%-22.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $3,924 | $3,128+25.5% | $2,413+62.6% | $4,740-17.2% |
| Participant deferral / active EE | $5,286 | $4,693+12.6% | $3,985+32.6% | $6,400-17.4% |
| Admin fee / account holder | $196 | $9,126-97.9% | $6,832-97.1% | $11,426-98.3% |