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 | $22,461 | $138,044-83.7% | $125,339-82.1% | $134,475-83.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -35.28% | 750.33%-785.6pp | 572.05%-607.3pp | 417.96%-453.2pp |
| Employer contribution / active EE | $9,894 | $5,243+88.7% | $4,814+105.5% | $4,740+108.7% |
| Participant deferral / active EE | $7,251 | $7,799-7.0% | $7,446-2.6% | $6,400+13.3% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |