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 | $115,636 | $167,484-31.0% | $151,611-23.7% | $134,475-14.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -46.76% | 7.80%-54.6pp | 3.33%-50.1pp | 417.96%-464.7pp |
| Employer contribution / active EE | $6,000 | $6,829-12.1% | $6,166-2.7% | $4,740+26.6% |
| Participant deferral / active EE | $17,000 | $8,986+89.2% | $8,363+103.3% | $6,400+165.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |