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 7-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 | $27,180 | $133,958-79.7% | $112,228-75.8% | $134,475-79.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -35.10% | 47.11%-82.2pp | 27.45%-62.6pp | 417.96%-453.1pp |
| Employer contribution / active EE | $1,487 | $4,038-63.2% | $3,635-59.1% | $4,740-68.6% |
| Participant deferral / active EE | $3,778 | $5,291-28.6% | $4,728-20.1% | $6,400-41.0% |
| Admin fee / account holder | $231 | $7,489-96.9% | $6,410-96.4% | $11,426-98.0% |