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 | $20,815 | $138,044-84.9% | $125,339-83.4% | $134,475-84.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.83% | 750.33%-772.2pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $4,584 | $5,243-12.6% | $4,814-4.8% | $4,740-3.3% |
| Participant deferral / active EE | $5,458 | $7,799-30.0% | $7,446-26.7% | $6,400-14.7% |
| Admin fee / account holder | $72 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |