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 | $39,021 | $92,703-57.9% | $82,719-52.8% | $134,475-71.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.86% | 944.92%-966.8pp | 701.18%-723.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $5,015 | $3,274+53.2% | $3,009+66.7% | $4,740+5.8% |
| Participant deferral / active EE | $10,031 | $4,802+108.9% | $4,395+128.2% | $6,400+56.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |