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 6-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 | $22,677 | $138,044-83.6% | $125,339-81.9% | $134,475-83.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.71% | 750.33%-771.0pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,774 | $5,243-66.2% | $4,814-63.1% | $4,740-62.6% |
| Participant deferral / active EE | $5,716 | $7,799-26.7% | $7,446-23.2% | $6,400-10.7% |
| Admin fee / account holder | $243 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |