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 | $23,311 | $138,044-83.1% | $125,339-81.4% | $134,475-82.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.70% | 750.33%-774.0pp | 572.05%-595.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $2,884 | $5,243-45.0% | $4,814-40.1% | $4,740-39.1% |
| Participant deferral / active EE | $10,879 | $7,799+39.5% | $7,446+46.1% | $6,400+70.0% |
| Admin fee / account holder | $29 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |