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 | $27,765 | $138,065-79.9% | $123,544-77.5% | $135,375-79.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.19% | 153.68%-170.9pp | 119.20%-136.4pp | 519.73%-536.9pp |
| Employer contribution / active EE | $12,489 | $5,151+142.4% | $4,628+169.9% | $4,779+161.3% |
| Participant deferral / active EE | $9,707 | $6,799+42.8% | $6,426+51.1% | $5,609+73.1% |
| Admin fee / account holder | $174 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |