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 5-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 | $25,618 | $202,432-87.3% | $169,368-84.9% | $139,434-81.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -9.00% | 531.74%-540.7pp | 405.60%-414.6pp | 372.94%-381.9pp |
| Employer contribution / active EE | $8,584 | $4,692+82.9% | $4,013+113.9% | $4,751+80.7% |
| Participant deferral / active EE | $3,333 | $6,938-52.0% | $6,221-46.4% | $6,710-50.3% |
| Admin fee / account holder | $155 | $10,708-98.6% | $9,003-98.3% | $11,403-98.6% |