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 6-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 | $25,778 | $138,044-81.3% | $125,339-79.4% | $134,475-80.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.30% | 750.33%-774.6pp | 572.05%-596.4pp | 417.96%-442.3pp |
| Employer contribution / active EE | $3,914 | $5,243-25.4% | $4,814-18.7% | $4,740-17.4% |
| Participant deferral / active EE | $11,897 | $7,799+52.5% | $7,446+59.8% | $6,400+85.9% |
| Admin fee / account holder | $15 | $11,571-99.9% | $10,010-99.8% | $11,426-99.9% |