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 | $14,330 | $67,331-78.7% | $60,874-76.5% | $134,475-89.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.1%+14.4pp | 81.2%+6.3pp |
| Annual return | -23.90% | 49.93%-73.8pp | 16.90%-40.8pp | 417.96%-441.9pp |
| Employer contribution / active EE | $2,251 | $3,096-27.3% | $2,701-16.7% | $4,740-52.5% |
| Participant deferral / active EE | $5,163 | $4,538+13.8% | $3,817+35.3% | $6,400-19.3% |
| Admin fee / account holder | $215 | $4,582-95.3% | $3,224-93.3% | $11,426-98.1% |