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 | $38,776 | $138,044-71.9% | $125,339-69.1% | $134,475-71.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.91% | 750.33%-774.2pp | 572.05%-596.0pp | 417.96%-441.9pp |
| Employer contribution / active EE | $3,340 | $5,243-36.3% | $4,814-30.6% | $4,740-29.5% |
| Participant deferral / active EE | $20,500 | $7,799+162.9% | $7,446+175.3% | $6,400+220.3% |
| Admin fee / account holder | $214 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |