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 | $20,795 | $138,044-84.9% | $125,339-83.4% | $134,475-84.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.77% | 750.33%-773.1pp | 572.05%-594.8pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,174 | $5,243-39.5% | $4,814-34.1% | $4,740-33.0% |
| Participant deferral / active EE | $5,860 | $7,799-24.9% | $7,446-21.3% | $6,400-8.4% |
| Admin fee / account holder | $297 | $11,571-97.4% | $10,010-97.0% | $11,426-97.4% |