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 | $15,495 | $90,600-82.9% | $79,464-80.5% | $135,375-88.6% |
| Participation rate | 70.6% | 76.0%-5.5pp | 73.3%-2.8pp | 82.6%-12.1pp |
| Annual return | -10.12% | 977.43%-987.6pp | 718.14%-728.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,834 | $3,068-40.2% | $2,800-34.5% | $4,779-61.6% |
| Participant deferral / active EE | $3,837 | $4,050-5.3% | $3,704+3.6% | $5,609-31.6% |
| Admin fee / account holder | $201 | $5,907-96.6% | $5,113-96.1% | $10,827-98.1% |