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 | $154,228-85.4% | $145,433-84.5% | $137,256-83.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -11.83% | 74.59%-86.4pp | 66.58%-78.4pp | 220.34%-232.2pp |
| Employer contribution / active EE | $5,005 | $4,804+4.2% | $4,554+9.9% | $4,156+20.4% |
| Participant deferral / active EE | $5,862 | $8,216-28.7% | $7,897-25.8% | $6,407-8.5% |
| Admin fee / account holder | $45 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |