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 | $26,921 | $97,757-72.5% | $83,848-67.9% | $135,375-80.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -13.73% | 1287.37%-1301.1pp | 850.88%-864.6pp | 519.73%-533.5pp |
| Employer contribution / active EE | $10,249 | $4,222+142.8% | $3,631+182.3% | $4,779+114.5% |
| Participant deferral / active EE | $10,656 | $4,682+127.6% | $4,082+161.1% | $5,609+90.0% |
| Admin fee / account holder | $128 | $6,674-98.1% | $5,478-97.7% | $10,827-98.8% |