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 | $44,259 | $190,805-76.8% | $159,960-72.3% | $134,475-67.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -27.60% | 552.23%-579.8pp | 408.60%-436.2pp | 417.96%-445.6pp |
| Employer contribution / active EE | $4,156 | $4,995-16.8% | $4,226-1.7% | $4,740-12.3% |
| Participant deferral / active EE | $13,679 | $6,923+97.6% | $6,182+121.3% | $6,400+113.7% |
| Admin fee / account holder | $299 | $10,471-97.1% | $8,698-96.6% | $11,426-97.4% |