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 | $51,637 | $190,805-72.9% | $159,960-67.7% | $134,475-61.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.51% | 552.23%-574.7pp | 408.60%-431.1pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,558 | $4,995-68.8% | $4,226-63.1% | $4,740-67.1% |
| Participant deferral / active EE | $14,151 | $6,923+104.4% | $6,182+128.9% | $6,400+121.1% |
| Admin fee / account holder | $60 | $10,471-99.4% | $8,698-99.3% | $11,426-99.5% |