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 | $27,810 | $138,044-79.9% | $125,339-77.8% | $134,475-79.3% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -20.85% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $4,254 | $5,243-18.9% | $4,814-11.6% | $4,740-10.2% |
| Participant deferral / active EE | $8,923 | $7,799+14.4% | $7,446+19.8% | $6,400+39.4% |
| Admin fee / account holder | $25 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |