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 | $9,923 | $90,600-89.0% | $79,464-87.5% | $135,375-92.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -34.90% | 977.43%-1012.3pp | 718.14%-753.0pp | 519.73%-554.6pp |
| Employer contribution / active EE | $2,177 | $3,068-29.1% | $2,800-22.3% | $4,779-54.5% |
| Participant deferral / active EE | $5,350 | $4,050+32.1% | $3,704+44.4% | $5,609-4.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |