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 | $82,694 | $133,958-38.3% | $112,228-26.3% | $134,475-38.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -22.11% | 47.11%-69.2pp | 27.45%-49.6pp | 417.96%-440.1pp |
| Employer contribution / active EE | $13,500 | $4,038+234.3% | $3,635+271.4% | $4,740+184.8% |
| Participant deferral / active EE | $9,000 | $5,291+70.1% | $4,728+90.4% | $6,400+40.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |