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 | $15,133 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -23.76% | 750.33%-774.1pp | 572.05%-595.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $3,793 | $5,243-27.7% | $4,814-21.2% | $4,740-20.0% |
| Participant deferral / active EE | $6,055 | $7,799-22.4% | $7,446-18.7% | $6,400-5.4% |
| Admin fee / account holder | $13 | $11,571-99.9% | $10,010-99.9% | $11,426-99.9% |