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 6-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 | $32,341 | $138,044-76.6% | $125,339-74.2% | $134,475-76.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.66% | 750.33%-776.0pp | 572.05%-597.7pp | 417.96%-443.6pp |
| Employer contribution / active EE | $2,649 | $5,243-49.5% | $4,814-45.0% | $4,740-44.1% |
| Participant deferral / active EE | $7,096 | $7,799-9.0% | $7,446-4.7% | $6,400+10.9% |
| Admin fee / account holder | $125 | $11,571-98.9% | $10,010-98.8% | $11,426-98.9% |