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 | $35,601 | $138,044-74.2% | $125,339-71.6% | $134,475-73.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.03% | 750.33%-771.4pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $4,000 | $5,243-23.7% | $4,814-16.9% | $4,740-15.6% |
| Participant deferral / active EE | $12,504 | $7,799+60.3% | $7,446+67.9% | $6,400+95.4% |
| Admin fee / account holder | $174 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |