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 5-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 | $23,709 | $138,044-82.8% | $125,339-81.1% | $134,475-82.4% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -23.23% | 750.33%-773.6pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $6,826 | $5,243+30.2% | $4,814+41.8% | $4,740+44.0% |
| Participant deferral / active EE | $4,634 | $7,799-40.6% | $7,446-37.8% | $6,400-27.6% |
| Admin fee / account holder | $194 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |