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 | $22,564 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -11.83% | 70.24%-82.1pp | 62.55%-74.4pp | 217.08%-228.9pp |
| Employer contribution / active EE | $5,005 | $4,961+0.9% | $4,693+6.6% | $4,299+16.4% |
| Participant deferral / active EE | $5,862 | $8,310-29.5% | $7,997-26.7% | $6,507-9.9% |
| Admin fee / account holder | $45 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |