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 8-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 | $52,635 | $138,044-61.9% | $125,339-58.0% | $134,475-60.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.19% | 750.33%-774.5pp | 572.05%-596.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $3,826 | $5,243-27.0% | $4,814-20.5% | $4,740-19.3% |
| Participant deferral / active EE | $7,665 | $7,799-1.7% | $7,446+2.9% | $6,400+19.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |