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 | $34,226 | $138,065-75.2% | $123,544-72.3% | $135,375-74.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.15% | 153.68%-168.8pp | 119.20%-134.3pp | 519.73%-534.9pp |
| Employer contribution / active EE | $3,276 | $5,151-36.4% | $4,628-29.2% | $4,779-31.5% |
| Participant deferral / active EE | $13,448 | $6,799+97.8% | $6,426+109.3% | $5,609+139.8% |
| Admin fee / account holder | $238 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |