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 | $18,763 | $167,307-88.8% | $143,757-86.9% | $134,475-86.0% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -31.38% | 0.46%-31.8pp | -0.04%-31.3pp | 417.96%-449.3pp |
| Employer contribution / active EE | $1,195 | $5,619-78.7% | $4,951-75.9% | $4,740-74.8% |
| Participant deferral / active EE | $3,560 | $6,446-44.8% | $5,637-36.8% | $6,400-44.4% |
| Admin fee / account holder | $72 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |