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 4-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 | $26,202 | $190,805-86.3% | $159,960-83.6% | $134,475-80.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.32% | 552.23%-576.6pp | 408.60%-432.9pp | 417.96%-442.3pp |
| Employer contribution / active EE | $689 | $4,995-86.2% | $4,226-83.7% | $4,740-85.5% |
| Participant deferral / active EE | $15,898 | $6,923+129.6% | $6,182+157.1% | $6,400+148.4% |
| Admin fee / account holder | $134 | $10,471-98.7% | $8,698-98.5% | $11,426-98.8% |