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 | $65,244 | $148,534-56.1% | $135,903-52.0% | $139,434-53.2% |
| Participation rate | 82.6% | 83.9%-1.2pp | 81.9%+0.7pp | 80.3%+2.3pp |
| Annual return | -12.16% | 79.19%-91.3pp | 68.23%-80.4pp | 372.94%-385.1pp |
| Employer contribution / active EE | $17,834 | $5,243+240.1% | $4,856+267.2% | $4,751+275.4% |
| Participant deferral / active EE | $8,545 | $8,100+5.5% | $7,758+10.2% | $6,710+27.3% |
| Admin fee / account holder | $57 | $12,400-99.5% | $10,762-99.5% | $11,403-99.5% |