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 | $41,547 | $138,065-69.9% | $123,544-66.4% | $135,375-69.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.88% | 153.68%-166.6pp | 119.20%-132.1pp | 519.73%-532.6pp |
| Employer contribution / active EE | $4,526 | $5,151-12.1% | $4,628-2.2% | $4,779-5.3% |
| Participant deferral / active EE | $16,517 | $6,799+142.9% | $6,426+157.1% | $5,609+194.5% |
| Admin fee / account holder | $225 | $10,916-97.9% | $9,284-97.6% | $10,827-97.9% |