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 4-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 | $18,657 | $138,044-86.5% | $125,339-85.1% | $134,475-86.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.39% | 750.33%-780.7pp | 572.05%-602.4pp | 417.96%-448.4pp |
| Employer contribution / active EE | $5,267 | $5,243+0.5% | $4,814+9.4% | $4,740+11.1% |
| Participant deferral / active EE | $9,560 | $7,799+22.6% | $7,446+28.4% | $6,400+49.4% |
| Admin fee / account holder | $113 | $11,571-99.0% | $10,010-98.9% | $11,426-99.0% |