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 8-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 | $27,146 | $190,805-85.8% | $159,960-83.0% | $134,475-79.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.53% | 552.23%-576.8pp | 408.60%-433.1pp | 417.96%-442.5pp |
| Employer contribution / active EE | $3,976 | $4,995-20.4% | $4,226-5.9% | $4,740-16.1% |
| Participant deferral / active EE | $5,985 | $6,923-13.6% | $6,182-3.2% | $6,400-6.5% |
| Admin fee / account holder | $54 | $10,471-99.5% | $8,698-99.4% | $11,426-99.5% |