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 | $20,392 | $190,805-89.3% | $159,960-87.3% | $134,475-84.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.03% | 552.23%-578.3pp | 408.60%-434.6pp | 417.96%-444.0pp |
| Employer contribution / active EE | $2,232 | $4,995-55.3% | $4,226-47.2% | $4,740-52.9% |
| Participant deferral / active EE | $4,758 | $6,923-31.3% | $6,182-23.0% | $6,400-25.7% |
| Admin fee / account holder | $10 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |