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 | $24,897 | $138,044-82.0% | $125,339-80.1% | $134,475-81.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -28.04% | 750.33%-778.4pp | 572.05%-600.1pp | 417.96%-446.0pp |
| Employer contribution / active EE | $5,888 | $5,243+12.3% | $4,814+22.3% | $4,740+24.2% |
| Participant deferral / active EE | $12,642 | $7,799+62.1% | $7,446+69.8% | $6,400+97.5% |
| Admin fee / account holder | $158 | $11,571-98.6% | $10,010-98.4% | $11,426-98.6% |