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 | $45,582 | $167,484-72.8% | $151,611-69.9% | $134,475-66.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.46% | 7.80%-39.3pp | 3.33%-34.8pp | 417.96%-449.4pp |
| Employer contribution / active EE | $5,947 | $6,829-12.9% | $6,166-3.6% | $4,740+25.5% |
| Participant deferral / active EE | $20,950 | $8,986+133.1% | $8,363+150.5% | $6,400+227.4% |
| Admin fee / account holder | $100 | $13,783-99.3% | $11,616-99.1% | $11,426-99.1% |