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 | $22,520 | $138,065-83.7% | $123,544-81.8% | $135,375-83.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.29% | 153.68%-170.0pp | 119.20%-135.5pp | 519.73%-536.0pp |
| Employer contribution / active EE | $3,180 | $5,151-38.3% | $4,628-31.3% | $4,779-33.4% |
| Participant deferral / active EE | $10,000 | $6,799+47.1% | $6,426+55.6% | $5,609+78.3% |
| Admin fee / account holder | $140 | $10,916-98.7% | $9,284-98.5% | $10,827-98.7% |