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 7-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 | $28,835 | $138,044-79.1% | $125,339-77.0% | $134,475-78.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.91% | 750.33%-775.2pp | 572.05%-597.0pp | 417.96%-442.9pp |
| Employer contribution / active EE | $2,625 | $5,243-49.9% | $4,814-45.5% | $4,740-44.6% |
| Participant deferral / active EE | $3,422 | $7,799-56.1% | $7,446-54.0% | $6,400-46.5% |
| Admin fee / account holder | $60 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |