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 | $24,484 | $138,065-82.3% | $123,544-80.2% | $135,375-81.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.36% | 153.68%-171.0pp | 119.20%-136.6pp | 519.73%-537.1pp |
| Employer contribution / active EE | $4,307 | $5,151-16.4% | $4,628-6.9% | $4,779-9.9% |
| Participant deferral / active EE | $11,345 | $6,799+66.9% | $6,426+76.6% | $5,609+102.3% |
| Admin fee / account holder | $19 | $10,916-99.8% | $9,284-99.8% | $10,827-99.8% |