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 | $21,285 | $167,307-87.3% | $143,757-85.2% | $134,475-84.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.91% | 0.46%-23.4pp | -0.04%-22.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,583 | $5,619-71.8% | $4,951-68.0% | $4,740-66.6% |
| Participant deferral / active EE | $5,048 | $6,446-21.7% | $5,637-10.4% | $6,400-21.1% |
| Admin fee / account holder | $228 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |