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 | $38,531 | $138,044-72.1% | $125,339-69.3% | $134,475-71.3% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -232.77% | 750.33%-983.1pp | 572.05%-804.8pp | 417.96%-650.7pp |
| Employer contribution / active EE | $16,774 | $5,243+219.9% | $4,814+248.5% | $4,740+253.9% |
| Participant deferral / active EE | $16,879 | $7,799+116.4% | $7,446+126.7% | $6,400+163.7% |
| Admin fee / account holder | $150 | $11,571-98.7% | $10,010-98.5% | $11,426-98.7% |