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 7-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 | $47,376 | $138,044-65.7% | $125,339-62.2% | $134,475-64.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.85% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $3,297 | $5,243-37.1% | $4,814-31.5% | $4,740-30.4% |
| Participant deferral / active EE | $6,473 | $7,799-17.0% | $7,446-13.1% | $6,400+1.2% |
| Admin fee / account holder | $179 | $11,571-98.5% | $10,010-98.2% | $11,426-98.4% |