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 | $17,000 | $133,958-87.3% | $112,228-84.9% | $134,475-87.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -22.84% | 47.11%-70.0pp | 27.45%-50.3pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,208 | $4,038-45.3% | $3,635-39.2% | $4,740-53.4% |
| Participant deferral / active EE | $5,459 | $5,291+3.2% | $4,728+15.5% | $6,400-14.7% |
| Admin fee / account holder | $175 | $7,489-97.7% | $6,410-97.3% | $11,426-98.5% |