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 | $23,587 | $142,344-83.4% | $119,609-80.3% | $134,475-82.5% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -23.38% | -12.44%-10.9pp | -14.97%-8.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $4,980 | $5,222-4.6% | $4,232+17.7% | $4,740+5.1% |
| Participant deferral / active EE | $8,510 | $6,469+31.5% | $5,602+51.9% | $6,400+33.0% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |