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 4-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 | $34,789 | $190,805-81.8% | $159,960-78.3% | $134,475-74.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.74% | 552.23%-576.0pp | 408.60%-432.3pp | 417.96%-441.7pp |
| Employer contribution / active EE | $2,260 | $4,995-54.8% | $4,226-46.5% | $4,740-52.3% |
| Participant deferral / active EE | $17,790 | $6,923+157.0% | $6,182+187.8% | $6,400+178.0% |
| Admin fee / account holder | $180 | $10,471-98.3% | $8,698-97.9% | $11,426-98.4% |