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 | $32,649 | $167,484-80.5% | $151,611-78.5% | $134,475-75.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.51% | 7.80%-30.3pp | 3.33%-25.8pp | 417.96%-440.5pp |
| Employer contribution / active EE | $4,971 | $6,829-27.2% | $6,166-19.4% | $4,740+4.9% |
| Participant deferral / active EE | $12,927 | $8,986+43.9% | $8,363+54.6% | $6,400+102.0% |
| Admin fee / account holder | $38 | $13,783-99.7% | $11,616-99.7% | $11,426-99.7% |