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 9-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 | $35,266 | $127,386-72.3% | $115,037-69.3% | $125,391-71.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -39.27% | 31.28%-70.6pp | 26.14%-65.4pp | 282.22%-321.5pp |
| Employer contribution / active EE | $1,904 | $5,166-63.2% | $4,608-58.7% | $4,866-60.9% |
| Participant deferral / active EE | $19,226 | $6,423+199.3% | $6,026+219.0% | $5,352+259.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,540-100.0% |