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 | $45,560 | $226,064-79.8% | $182,532-75.0% | $152,861-70.2% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | -12.76% | 192.51%-205.3pp | 148.54%-161.3pp | 345.32%-358.1pp |
| Employer contribution / active EE | $1,189 | $4,978-76.1% | $4,076-70.8% | $4,762-75.0% |
| Participant deferral / active EE | $1,375 | $6,368-78.4% | $5,524-75.1% | $5,850-76.5% |
| Admin fee / account holder | $3 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |