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 4-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 | $17,474 | $138,044-87.3% | $125,339-86.1% | $134,475-87.0% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -21.25% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $1,467 | $5,243-72.0% | $4,814-69.5% | $4,740-69.1% |
| Participant deferral / active EE | $2,975 | $7,799-61.9% | $7,446-60.0% | $6,400-53.5% |
| Admin fee / account holder | $11 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |