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 6-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 | $25,542 | $138,044-81.5% | $125,339-79.6% | $134,475-81.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -39.95% | 750.33%-790.3pp | 572.05%-612.0pp | 417.96%-457.9pp |
| Employer contribution / active EE | $4,720 | $5,243-10.0% | $4,814-1.9% | $4,740-0.4% |
| Participant deferral / active EE | $17,895 | $7,799+129.5% | $7,446+140.3% | $6,400+179.6% |
| Admin fee / account holder | $17 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |