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 5-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 | $21,053 | $138,044-84.7% | $125,339-83.2% | $134,475-84.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.33% | 750.33%-777.7pp | 572.05%-599.4pp | 417.96%-445.3pp |
| Employer contribution / active EE | $1,895 | $5,243-63.9% | $4,814-60.6% | $4,740-60.0% |
| Participant deferral / active EE | $15,928 | $7,799+104.2% | $7,446+113.9% | $6,400+148.9% |
| Admin fee / account holder | $173 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |