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 | $19,430 | $190,805-89.8% | $159,960-87.9% | $134,475-85.6% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.45% | 552.23%-572.7pp | 408.60%-429.1pp | 417.96%-438.4pp |
| Employer contribution / active EE | $753 | $4,995-84.9% | $4,226-82.2% | $4,740-84.1% |
| Participant deferral / active EE | $8,083 | $6,923+16.8% | $6,182+30.7% | $6,400+26.3% |
| Admin fee / account holder | $60 | $10,471-99.4% | $8,698-99.3% | $11,426-99.5% |