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 | $16,443 | $138,044-88.1% | $125,339-86.9% | $134,475-87.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.18% | 750.33%-776.5pp | 572.05%-598.2pp | 417.96%-444.1pp |
| Employer contribution / active EE | $1,470 | $5,243-72.0% | $4,814-69.5% | $4,740-69.0% |
| Participant deferral / active EE | $4,200 | $7,799-46.1% | $7,446-43.6% | $6,400-34.4% |
| Admin fee / account holder | $77 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |