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 | $68,591 | $138,044-50.3% | $125,339-45.3% | $134,475-49.0% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -25.12% | 750.33%-775.4pp | 572.05%-597.2pp | 417.96%-443.1pp |
| Employer contribution / active EE | $8,628 | $5,243+64.6% | $4,814+79.2% | $4,740+82.0% |
| Participant deferral / active EE | $13,265 | $7,799+70.1% | $7,446+78.1% | $6,400+107.3% |
| Admin fee / account holder | $132 | $11,571-98.9% | $10,010-98.7% | $11,426-98.8% |