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 | $47,411 | $209,411-77.4% | $178,490-73.4% | $158,922-70.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -8.34% | 188.75%-197.1pp | 151.07%-159.4pp | 302.83%-311.2pp |
| Employer contribution / active EE | $2,794 | $5,706-51.0% | $5,011-44.2% | $4,761-41.3% |
| Participant deferral / active EE | $10,744 | $5,954+80.4% | $5,202+106.5% | $5,982+79.6% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |