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 | $16,368 | $93,024-82.4% | $77,024-78.7% | $134,475-87.8% |
| Participation rate | 93.8% | 74.5%+19.3pp | 67.9%+25.8pp | 81.2%+12.5pp |
| Annual return | -22.72% | 62.60%-85.3pp | 42.32%-65.0pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,580 | $3,418-53.8% | $2,812-43.8% | $4,740-66.7% |
| Participant deferral / active EE | $4,928 | $5,238-5.9% | $4,426+11.3% | $6,400-23.0% |
| Admin fee / account holder | $278 | $6,944-96.0% | $5,425-94.9% | $11,426-97.6% |