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 | $27,992 | $95,971-70.8% | $74,550-62.5% | $135,375-79.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -14.38% | 56.96%-71.3pp | 32.53%-46.9pp | 519.73%-534.1pp |
| Employer contribution / active EE | $3,873 | $2,716+42.6% | $1,961+97.5% | $4,779-19.0% |
| Participant deferral / active EE | $9,603 | $3,843+149.8% | $3,108+209.0% | $5,609+71.2% |
| Admin fee / account holder | $228 | $6,522-96.5% | $5,060-95.5% | $10,827-97.9% |