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 | $24,896 | $167,484-85.1% | $151,611-83.6% | $134,475-81.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -76.81% | 7.80%-84.6pp | 3.33%-80.1pp | 417.96%-494.8pp |
| Employer contribution / active EE | $3,714 | $6,829-45.6% | $6,166-39.8% | $4,740-21.7% |
| Participant deferral / active EE | $20,578 | $8,986+129.0% | $8,363+146.0% | $6,400+221.5% |
| Admin fee / account holder | $172 | $13,783-98.8% | $11,616-98.5% | $11,426-98.5% |