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 | $46,069 | $209,411-78.0% | $178,490-74.2% | $158,922-71.0% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | -4.56% | 188.75%-193.3pp | 151.07%-155.6pp | 302.83%-307.4pp |
| Employer contribution / active EE | $1,649 | $5,706-71.1% | $5,011-67.1% | $4,761-65.4% |
| Participant deferral / active EE | $2,945 | $5,954-50.5% | $5,202-43.4% | $5,982-50.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |