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 | $22,251 | $138,044-83.9% | $125,339-82.2% | $134,475-83.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -20.74% | 750.33%-771.1pp | 572.05%-592.8pp | 417.96%-438.7pp |
| Employer contribution / active EE | $5,683 | $5,243+8.4% | $4,814+18.1% | $4,740+19.9% |
| Participant deferral / active EE | $6,732 | $7,799-13.7% | $7,446-9.6% | $6,400+5.2% |
| Admin fee / account holder | $32 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |