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 | $37,324 | $95,193-60.8% | $76,523-51.2% | $135,375-72.4% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -14.44% | 4.85%-19.3pp | -0.27%-14.2pp | 519.73%-534.2pp |
| Employer contribution / active EE | $8,765 | $3,302+165.4% | $2,647+231.1% | $4,779+83.4% |
| Participant deferral / active EE | $16,433 | $4,639+254.2% | $3,835+328.5% | $5,609+193.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |