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 | $16,523 | $138,044-88.0% | $125,339-86.8% | $134,475-87.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -32.09% | 750.33%-782.4pp | 572.05%-604.1pp | 417.96%-450.1pp |
| Employer contribution / active EE | $2,906 | $5,243-44.6% | $4,814-39.6% | $4,740-38.7% |
| Participant deferral / active EE | $10,335 | $7,799+32.5% | $7,446+38.8% | $6,400+61.5% |
| Admin fee / account holder | $22 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |