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 | $32,302 | $133,958-75.9% | $112,228-71.2% | $134,475-76.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -27.57% | 47.11%-74.7pp | 27.45%-55.0pp | 417.96%-445.5pp |
| Employer contribution / active EE | $5,864 | $4,038+45.2% | $3,635+61.3% | $4,740+23.7% |
| Participant deferral / active EE | $13,474 | $5,291+154.7% | $4,728+185.0% | $6,400+110.5% |
| Admin fee / account holder | $121 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |