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 7-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 | $20,165 | $138,044-85.4% | $125,339-83.9% | $134,475-85.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -41.67% | 750.33%-792.0pp | 572.05%-613.7pp | 417.96%-459.6pp |
| Employer contribution / active EE | $4,056 | $5,243-22.6% | $4,814-15.7% | $4,740-14.4% |
| Participant deferral / active EE | $6,814 | $7,799-12.6% | $7,446-8.5% | $6,400+6.5% |
| Admin fee / account holder | $63 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |