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 4-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 | $23,408 | $138,044-83.0% | $125,339-81.3% | $134,475-82.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.38% | 750.33%-777.7pp | 572.05%-599.4pp | 417.96%-445.3pp |
| Employer contribution / active EE | $3,181 | $5,243-39.3% | $4,814-33.9% | $4,740-32.9% |
| Participant deferral / active EE | $13,093 | $7,799+67.9% | $7,446+75.8% | $6,400+104.6% |
| Admin fee / account holder | $34 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |