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 8-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 | $59,654 | $138,044-56.8% | $125,339-52.4% | $134,475-55.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.82% | 750.33%-772.1pp | 572.05%-593.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $2,975 | $5,243-43.3% | $4,814-38.2% | $4,740-37.2% |
| Participant deferral / active EE | $10,669 | $7,799+36.8% | $7,446+43.3% | $6,400+66.7% |
| Admin fee / account holder | $257 | $11,571-97.8% | $10,010-97.4% | $11,426-97.8% |