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 5-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 | $25,049 | $138,044-81.9% | $125,339-80.0% | $134,475-81.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -26.27% | 750.33%-776.6pp | 572.05%-598.3pp | 417.96%-444.2pp |
| Employer contribution / active EE | $2,932 | $5,243-44.1% | $4,814-39.1% | $4,740-38.1% |
| Participant deferral / active EE | $13,014 | $7,799+66.9% | $7,446+74.8% | $6,400+103.4% |
| Admin fee / account holder | $151 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |