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 | $34,122 | $138,044-75.3% | $125,339-72.8% | $134,475-74.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -22.36% | 750.33%-772.7pp | 572.05%-594.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $6,401 | $5,243+22.1% | $4,814+33.0% | $4,740+35.0% |
| Participant deferral / active EE | $9,464 | $7,799+21.3% | $7,446+27.1% | $6,400+47.9% |
| Admin fee / account holder | $44 | $11,571-99.6% | $10,010-99.6% | $11,426-99.6% |