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 | $16,043 | $138,044-88.4% | $125,339-87.2% | $134,475-88.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -25.53% | 750.33%-775.9pp | 572.05%-597.6pp | 417.96%-443.5pp |
| Employer contribution / active EE | $5,498 | $5,243+4.9% | $4,814+14.2% | $4,740+16.0% |
| Participant deferral / active EE | $9,377 | $7,799+20.2% | $7,446+25.9% | $6,400+46.5% |
| Admin fee / account holder | $19 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |