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 | $25,462 | $138,065-81.6% | $123,544-79.4% | $135,375-81.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -35.48% | 153.68%-189.2pp | 119.20%-154.7pp | 519.73%-555.2pp |
| Employer contribution / active EE | $11,324 | $5,151+119.8% | $4,628+144.7% | $4,779+137.0% |
| Participant deferral / active EE | $11,576 | $6,799+70.3% | $6,426+80.2% | $5,609+106.4% |
| Admin fee / account holder | $49 | $10,916-99.5% | $9,284-99.5% | $10,827-99.5% |