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 | $38,317 | $138,065-72.2% | $123,544-69.0% | $135,375-71.7% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -13.57% | 153.68%-167.3pp | 119.20%-132.8pp | 519.73%-533.3pp |
| Employer contribution / active EE | $2,375 | $5,151-53.9% | $4,628-48.7% | $4,779-50.3% |
| Participant deferral / active EE | $9,625 | $6,799+41.6% | $6,426+49.8% | $5,609+71.6% |
| Admin fee / account holder | $32 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |