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 9-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 | $25,030 | $138,065-81.9% | $123,544-79.7% | $135,375-81.5% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -10.69% | 153.68%-164.4pp | 119.20%-129.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,010 | $5,151-41.6% | $4,628-35.0% | $4,779-37.0% |
| Participant deferral / active EE | $7,830 | $6,799+15.2% | $6,426+21.9% | $5,609+39.6% |
| Admin fee / account holder | $84 | $10,916-99.2% | $9,284-99.1% | $10,827-99.2% |