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 9-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 | $18,720 | $95,862-80.5% | $79,550-76.5% | $134,475-86.1% |
| Participation rate | 90.0% | 75.0%+15.0pp | 69.5%+20.5pp | 81.2%+8.8pp |
| Annual return | -22.35% | -2.69%-19.7pp | 0.16%-22.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,312 | $3,128-26.1% | $2,413-4.2% | $4,740-51.2% |
| Participant deferral / active EE | $4,845 | $4,693+3.2% | $3,985+21.6% | $6,400-24.3% |
| Admin fee / account holder | $104 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |