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 | $56,834 | $138,044-58.8% | $125,339-54.7% | $134,475-57.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.06% | 750.33%-773.4pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,581 | $5,243-69.9% | $4,814-67.2% | $4,740-66.6% |
| Participant deferral / active EE | $7,820 | $7,799+0.3% | $7,446+5.0% | $6,400+22.2% |
| Admin fee / account holder | $282 | $11,571-97.6% | $10,010-97.2% | $11,426-97.5% |