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 5-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 | $36,140 | $135,635-73.4% | $110,238-67.2% | $135,375-73.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -26.03% | 513.19%-539.2pp | 314.74%-340.8pp | 519.73%-545.8pp |
| Employer contribution / active EE | $28,827 | $4,906+487.6% | $3,826+653.4% | $4,779+503.2% |
| Participant deferral / active EE | $25,700 | $5,506+366.7% | $4,672+450.1% | $5,609+358.2% |
| Admin fee / account holder | $139 | $11,457-98.8% | $8,547-98.4% | $10,827-98.7% |