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 | $18,615 | $104,106-82.1% | $71,086-73.8% | $135,375-86.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -29.78% | 1256.30%-1286.1pp | 650.59%-680.4pp | 519.73%-549.5pp |
| Employer contribution / active EE | $1,810 | $1,485+21.9% | $1,088+66.4% | $4,779-62.1% |
| Participant deferral / active EE | $9,621 | $2,527+280.7% | $1,874+413.3% | $5,609+71.5% |
| Admin fee / account holder | $257 | $4,142-93.8% | $3,082-91.7% | $10,827-97.6% |