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 | $95,070 | $138,044-31.1% | $125,339-24.1% | $134,475-29.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -22.81% | 750.33%-773.1pp | 572.05%-594.9pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,676 | $5,243-68.0% | $4,814-65.2% | $4,740-64.6% |
| Participant deferral / active EE | $5,584 | $7,799-28.4% | $7,446-25.0% | $6,400-12.7% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |