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 | $19,475 | $129,942-85.0% | $104,294-81.3% | $134,475-85.5% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -25.18% | 42.03%-67.2pp | 24.61%-49.8pp | 417.96%-443.1pp |
| Employer contribution / active EE | $3,116 | $4,184-25.5% | $3,372-7.6% | $4,740-34.3% |
| Participant deferral / active EE | $7,033 | $5,588+25.9% | $4,625+52.1% | $6,400+9.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |