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 | $21,414 | $167,307-87.2% | $143,757-85.1% | $134,475-84.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -33.98% | 0.46%-34.4pp | -0.04%-33.9pp | 417.96%-451.9pp |
| Employer contribution / active EE | $9,537 | $5,619+69.7% | $4,951+92.6% | $4,740+101.2% |
| Participant deferral / active EE | $6,375 | $6,446-1.1% | $5,637+13.1% | $6,400-0.4% |
| Admin fee / account holder | $106 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |