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 | $26,284 | $147,727-82.2% | $115,756-77.3% | $134,475-80.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -21.11% | 73.96%-95.1pp | 143.14%-164.3pp | 417.96%-439.1pp |
| Employer contribution / active EE | $5,333 | $4,713+13.1% | $3,793+40.6% | $4,740+12.5% |
| Participant deferral / active EE | $11,437 | $7,563+51.2% | $6,254+82.9% | $6,400+78.7% |
| Admin fee / account holder | $33 | $14,571-99.8% | $8,124-99.6% | $11,426-99.7% |