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 6-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 | $23,286 | $138,044-83.1% | $125,339-81.4% | $134,475-82.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -111.63% | 750.33%-862.0pp | 572.05%-683.7pp | 417.96%-529.6pp |
| Employer contribution / active EE | $2,186 | $5,243-58.3% | $4,814-54.6% | $4,740-53.9% |
| Participant deferral / active EE | $17,422 | $7,799+123.4% | $7,446+134.0% | $6,400+172.2% |
| Admin fee / account holder | $131 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |