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 | $28,352 | $190,805-85.1% | $159,960-82.3% | $134,475-78.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.75% | 552.23%-579.0pp | 408.60%-435.4pp | 417.96%-444.7pp |
| Employer contribution / active EE | $11,883 | $4,995+137.9% | $4,226+181.2% | $4,740+150.7% |
| Participant deferral / active EE | $26,338 | $6,923+280.4% | $6,182+326.0% | $6,400+311.5% |
| Admin fee / account holder | $46 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |