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 | $12,900 | $152,509-91.5% | $117,472-89.0% | $134,475-90.4% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -20.97% | 52.99%-74.0pp | 29.74%-50.7pp | 417.96%-438.9pp |
| Employer contribution / active EE | $9,235 | $5,571+65.8% | $4,176+121.1% | $4,740+94.8% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,070-100.0% | $6,400-100.0% |
| Admin fee / account holder | $107 | $7,004-98.5% | $5,645-98.1% | $11,426-99.1% |