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 4-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 | $17,080 | $138,044-87.6% | $125,339-86.4% | $134,475-87.3% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -21.95% | 750.33%-772.3pp | 572.05%-594.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,680 | $5,243-48.9% | $4,814-44.3% | $4,740-43.5% |
| Participant deferral / active EE | $8,296 | $7,799+6.4% | $7,446+11.4% | $6,400+29.6% |
| Admin fee / account holder | $186 | $11,571-98.4% | $10,010-98.1% | $11,426-98.4% |