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 | $55,773 | $138,044-59.6% | $125,339-55.5% | $134,475-58.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.40% | 750.33%-772.7pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,012 | $5,243-42.6% | $4,814-37.4% | $4,740-36.4% |
| Participant deferral / active EE | $4,510 | $7,799-42.2% | $7,446-39.4% | $6,400-29.5% |
| Admin fee / account holder | $206 | $11,571-98.2% | $10,010-97.9% | $11,426-98.2% |