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 | $30,144 | $138,044-78.2% | $125,339-76.0% | $134,475-77.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.29% | 750.33%-780.6pp | 572.05%-602.3pp | 417.96%-448.3pp |
| Employer contribution / active EE | $1,729 | $5,243-67.0% | $4,814-64.1% | $4,740-63.5% |
| Participant deferral / active EE | $7,596 | $7,799-2.6% | $7,446+2.0% | $6,400+18.7% |
| Admin fee / account holder | $70 | $11,571-99.4% | $10,010-99.3% | $11,426-99.4% |