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 | $39,932 | $180,449-77.9% | $154,107-74.1% | $135,375-70.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.55% | 888.09%-897.6pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $6,161 | $6,035+2.1% | $5,298+16.3% | $4,779+28.9% |
| Participant deferral / active EE | $3,486 | $5,806-40.0% | $5,081-31.4% | $5,609-37.8% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |