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 | $51,921 | $190,805-72.8% | $159,960-67.5% | $134,475-61.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -22.51% | 552.23%-574.7pp | 408.60%-431.1pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,982 | $4,995-60.3% | $4,226-53.1% | $4,740-58.2% |
| Participant deferral / active EE | $8,608 | $6,923+24.3% | $6,182+39.2% | $6,400+34.5% |
| Admin fee / account holder | $154 | $10,471-98.5% | $8,698-98.2% | $11,426-98.7% |