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 | $23,898 | $92,703-74.2% | $82,719-71.1% | $134,475-82.2% |
| Participation rate | 90.5% | 75.2%+15.3pp | 72.6%+17.9pp | 81.2%+9.3pp |
| Annual return | -25.55% | 944.92%-970.5pp | 701.18%-726.7pp | 417.96%-443.5pp |
| Employer contribution / active EE | $566 | $3,274-82.7% | $3,009-81.2% | $4,740-88.1% |
| Participant deferral / active EE | $6,995 | $4,802+45.7% | $4,395+59.1% | $6,400+9.3% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |