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 | $42,478 | $138,044-69.2% | $125,339-66.1% | $134,475-68.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.01% | 750.33%-771.3pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,813 | $5,243-65.4% | $4,814-62.3% | $4,740-61.7% |
| Participant deferral / active EE | $18,809 | $7,799+141.2% | $7,446+152.6% | $6,400+193.9% |
| Admin fee / account holder | $300 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |