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 | $15,524 | $190,805-91.9% | $159,960-90.3% | $134,475-88.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -23.92% | 552.23%-576.2pp | 408.60%-432.5pp | 417.96%-441.9pp |
| Employer contribution / active EE | $2,288 | $4,995-54.2% | $4,226-45.9% | $4,740-51.7% |
| Participant deferral / active EE | $4,826 | $6,923-30.3% | $6,182-21.9% | $6,400-24.6% |
| Admin fee / account holder | $179 | $10,471-98.3% | $8,698-97.9% | $11,426-98.4% |