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 | $19,261 | $97,757-80.3% | $83,848-77.0% | $135,375-85.8% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -11.59% | 1287.37%-1299.0pp | 850.88%-862.5pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,134 | $4,222-49.5% | $3,631-41.2% | $4,779-55.4% |
| Participant deferral / active EE | $6,340 | $4,682+35.4% | $4,082+55.3% | $5,609+13.0% |
| Admin fee / account holder | $143 | $6,674-97.9% | $5,478-97.4% | $10,827-98.7% |