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 | $12,240 | $92,703-86.8% | $82,719-85.2% | $134,475-90.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.88% | 944.92%-968.8pp | 701.18%-725.1pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,997 | $3,274-8.5% | $3,009-0.4% | $4,740-36.8% |
| Participant deferral / active EE | $2,997 | $4,802-37.6% | $4,395-31.8% | $6,400-53.2% |
| Admin fee / account holder | $241 | $5,983-96.0% | $5,329-95.5% | $11,426-97.9% |