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 | $21,540 | $138,044-84.4% | $125,339-82.8% | $134,475-84.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.55% | 750.33%-773.9pp | 572.05%-595.6pp | 417.96%-441.5pp |
| Employer contribution / active EE | $5,231 | $5,243-0.2% | $4,814+8.7% | $4,740+10.4% |
| Participant deferral / active EE | $13,715 | $7,799+75.9% | $7,446+84.2% | $6,400+114.3% |
| Admin fee / account holder | $21 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |