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 | $20,275 | $138,044-85.3% | $125,339-83.8% | $134,475-84.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.64% | 750.33%-772.0pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $1,456 | $5,243-72.2% | $4,814-69.8% | $4,740-69.3% |
| Participant deferral / active EE | $4,559 | $7,799-41.5% | $7,446-38.8% | $6,400-28.8% |
| Admin fee / account holder | $59 | $11,571-99.5% | $10,010-99.4% | $11,426-99.5% |