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 5-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 | $36,399 | $138,044-73.6% | $125,339-71.0% | $134,475-72.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -29.29% | 750.33%-779.6pp | 572.05%-601.3pp | 417.96%-447.3pp |
| Employer contribution / active EE | $2,472 | $5,243-52.8% | $4,814-48.6% | $4,740-47.8% |
| Participant deferral / active EE | $14,566 | $7,799+86.8% | $7,446+95.6% | $6,400+127.6% |
| Admin fee / account holder | $258 | $11,571-97.8% | $10,010-97.4% | $11,426-97.7% |