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 | $19,298 | $167,307-88.5% | $143,757-86.6% | $134,475-85.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -24.10% | 0.46%-24.6pp | -0.04%-24.1pp | 417.96%-442.1pp |
| Employer contribution / active EE | $2,506 | $5,619-55.4% | $4,951-49.4% | $4,740-47.1% |
| Participant deferral / active EE | $4,346 | $6,446-32.6% | $5,637-22.9% | $6,400-32.1% |
| Admin fee / account holder | $58 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |