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 7-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 | $23,688 | $106,543-77.8% | $91,220-74.0% | $134,475-82.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -22.79% | 160.60%-183.4pp | 114.01%-136.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,598 | $3,331-22.0% | $2,850-8.9% | $4,740-45.2% |
| Participant deferral / active EE | $4,201 | $4,719-11.0% | $4,234-0.8% | $6,400-34.4% |
| Admin fee / account holder | $269 | $6,231-95.7% | $5,420-95.0% | $11,426-97.6% |