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 | $18,218 | $138,044-86.8% | $125,339-85.5% | $134,475-86.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.55% | 750.33%-781.9pp | 572.05%-603.6pp | 417.96%-449.5pp |
| Employer contribution / active EE | $7,191 | $5,243+37.1% | $4,814+49.4% | $4,740+51.7% |
| Participant deferral / active EE | $8,112 | $7,799+4.0% | $7,446+8.9% | $6,400+26.8% |
| Admin fee / account holder | $8 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |