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 | $26,787 | $138,065-80.6% | $123,544-78.3% | $135,375-80.2% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.51% | 153.68%-164.2pp | 119.20%-129.7pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,592 | $5,151-49.7% | $4,628-44.0% | $4,779-45.8% |
| Participant deferral / active EE | $11,638 | $6,799+71.2% | $6,426+81.1% | $5,609+107.5% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |