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 | $26,398 | $104,106-74.6% | $71,086-62.9% | $135,375-80.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -13.90% | 1256.30%-1270.2pp | 650.59%-664.5pp | 519.73%-533.6pp |
| Employer contribution / active EE | $3,522 | $1,485+137.2% | $1,088+223.8% | $4,779-26.3% |
| Participant deferral / active EE | $11,078 | $2,527+338.4% | $1,874+491.0% | $5,609+97.5% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,827-99.9% |