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 | $22,185 | $142,344-84.4% | $119,609-81.5% | $134,475-83.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.69% | -12.44%-8.2pp | -14.97%-5.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $4,752 | $5,222-9.0% | $4,232+12.3% | $4,740+0.3% |
| Participant deferral / active EE | $11,624 | $6,469+79.7% | $5,602+107.5% | $6,400+81.6% |
| Admin fee / account holder | $178 | $13,584-98.7% | $10,323-98.3% | $11,426-98.4% |