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 6-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 | $17,307 | $190,805-90.9% | $159,960-89.2% | $134,475-87.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.12% | 552.23%-573.4pp | 408.60%-429.7pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,403 | $4,995-51.9% | $4,226-43.1% | $4,740-49.3% |
| Participant deferral / active EE | $2,403 | $6,923-65.3% | $6,182-61.1% | $6,400-62.5% |
| Admin fee / account holder | $93 | $10,471-99.1% | $8,698-98.9% | $11,426-99.2% |