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 10-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 | $92,134 | $106,543-13.5% | $91,220+1.0% | $134,475-31.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -42.94% | 160.60%-203.5pp | 114.01%-157.0pp | 417.96%-460.9pp |
| Employer contribution / active EE | $15,167 | $3,331+355.4% | $2,850+432.1% | $4,740+220.0% |
| Participant deferral / active EE | $17,014 | $4,719+260.6% | $4,234+301.9% | $6,400+165.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |