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 7-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 | $58,559 | $138,044-57.6% | $125,339-53.3% | $134,475-56.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.34% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $10,020 | $5,243+91.1% | $4,814+108.2% | $4,740+111.4% |
| Participant deferral / active EE | $13,144 | $7,799+68.5% | $7,446+76.5% | $6,400+105.4% |
| Admin fee / account holder | $249 | $11,571-97.8% | $10,010-97.5% | $11,426-97.8% |