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 7-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 | $20,632 | $56,357-63.4% | $104,294-80.2% | $68,494-69.9% |
| Participation rate | 71.4% | 63.3%+8.2pp | 73.3%-1.8pp | 67.9%+3.5pp |
| Annual return | -24.20% | -9.19%-15.0pp | 24.61%-48.8pp | -7.84%-16.4pp |
| Employer contribution / active EE | $1,923 | $1,960-1.9% | $3,372-43.0% | $2,596-26.0% |
| Participant deferral / active EE | $5,239 | $3,077+70.3% | $4,625+13.3% | $4,027+30.1% |
| Admin fee / account holder | $261 | $4,903-94.7% | $7,339-96.4% | $5,403-95.2% |