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 | $28,752 | $180,449-84.1% | $154,107-81.3% | $135,375-78.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -17.51% | 888.09%-905.6pp | 735.12%-752.6pp | 519.73%-537.2pp |
| Employer contribution / active EE | $16,182 | $6,035+168.1% | $5,298+205.5% | $4,779+238.6% |
| Participant deferral / active EE | $7,070 | $5,806+21.8% | $5,081+39.2% | $5,609+26.1% |
| Admin fee / account holder | $10 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |