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 | $18,930 | $138,044-86.3% | $125,339-84.9% | $134,475-85.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -27.19% | 750.33%-777.5pp | 572.05%-599.2pp | 417.96%-445.2pp |
| Employer contribution / active EE | $5,797 | $5,243+10.6% | $4,814+20.4% | $4,740+22.3% |
| Participant deferral / active EE | $9,332 | $7,799+19.7% | $7,446+25.3% | $6,400+45.8% |
| Admin fee / account holder | $18 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |