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 | $24,510 | $138,065-82.2% | $123,544-80.2% | $135,375-81.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.63% | 153.68%-172.3pp | 119.20%-137.8pp | 519.73%-538.4pp |
| Employer contribution / active EE | $2,992 | $5,151-41.9% | $4,628-35.3% | $4,779-37.4% |
| Participant deferral / active EE | $16,942 | $6,799+149.2% | $6,426+163.7% | $5,609+202.1% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |