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 | $32,855 | $135,635-75.8% | $110,238-70.2% | $135,375-75.7% |
| Participation rate | 70.0% | 83.5%-13.5pp | 79.8%-9.8pp | 82.6%-12.6pp |
| Annual return | -9.99% | 513.19%-523.2pp | 314.74%-324.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,219 | $4,906-75.2% | $3,826-68.1% | $4,779-74.5% |
| Participant deferral / active EE | $3,810 | $5,506-30.8% | $4,672-18.4% | $5,609-32.1% |
| Admin fee / account holder | $153 | $11,457-98.7% | $8,547-98.2% | $10,827-98.6% |