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 | $18,968 | $90,600-79.1% | $79,464-76.1% | $135,375-86.0% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | -20.65% | 977.43%-998.1pp | 718.14%-738.8pp | 519.73%-540.4pp |
| Employer contribution / active EE | $3,294 | $3,068+7.4% | $2,800+17.6% | $4,779-31.1% |
| Participant deferral / active EE | $9,885 | $4,050+144.1% | $3,704+166.9% | $5,609+76.2% |
| Admin fee / account holder | $93 | $5,907-98.4% | $5,113-98.2% | $10,827-99.1% |