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 | $27,797 | $228,332-87.8% | $185,823-85.0% | $158,922-82.5% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | -47.68% | 40.80%-88.5pp | 35.95%-83.6pp | 302.83%-350.5pp |
| Employer contribution / active EE | $1,504 | $4,967-69.7% | $4,087-63.2% | $4,761-68.4% |
| Participant deferral / active EE | $1,889 | $6,415-70.6% | $5,632-66.5% | $5,982-68.4% |
| Admin fee / account holder | $28 | $11,864-99.8% | $9,500-99.7% | $11,246-99.7% |