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 | $12,357 | $90,600-86.4% | $79,464-84.4% | $135,375-90.9% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -57.75% | 977.43%-1035.2pp | 718.14%-775.9pp | 519.73%-577.5pp |
| Employer contribution / active EE | $4,695 | $3,068+53.0% | $2,800+67.6% | $4,779-1.8% |
| Participant deferral / active EE | $7,110 | $4,050+75.6% | $3,704+92.0% | $5,609+26.8% |
| Admin fee / account holder | $221 | $5,907-96.3% | $5,113-95.7% | $10,827-98.0% |