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 | $14,822 | $138,044-89.3% | $125,339-88.2% | $134,475-89.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -22.63% | 750.33%-773.0pp | 572.05%-594.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,840 | $5,243-45.8% | $4,814-41.0% | $4,740-40.1% |
| Participant deferral / active EE | $4,215 | $7,799-46.0% | $7,446-43.4% | $6,400-34.1% |
| Admin fee / account holder | $182 | $11,571-98.4% | $10,010-98.2% | $11,426-98.4% |