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 6-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 | $37,750 | $159,901-76.4% | $146,958-74.3% | $145,922-74.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | -11.25% | 98.13%-109.4pp | 418.34%-429.6pp | 561.29%-572.5pp |
| Employer contribution / active EE | $2,011 | $5,286-61.9% | $4,933-59.2% | $4,660-56.8% |
| Participant deferral / active EE | $2,720 | $8,428-67.7% | $8,070-66.3% | $6,688-59.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |