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 9-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 | $37,161 | $180,449-79.4% | $154,107-75.9% | $135,375-72.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.30% | 888.09%-897.4pp | 735.12%-744.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $5,967 | $6,035-1.1% | $5,298+12.6% | $4,779+24.9% |
| Participant deferral / active EE | $6,270 | $5,806+8.0% | $5,081+23.4% | $5,609+11.8% |
| Admin fee / account holder | $296 | $16,143-98.2% | $13,411-97.8% | $10,827-97.3% |