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 7-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 | $22,633 | $175,202-87.1% | $149,673-84.9% | $139,434-83.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -26.33% | 166.71%-193.0pp | 134.42%-160.7pp | 372.94%-399.3pp |
| Employer contribution / active EE | $1,581 | $5,474-71.1% | $4,818-67.2% | $4,751-66.7% |
| Participant deferral / active EE | $3,876 | $6,519-40.5% | $5,680-31.8% | $6,710-42.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |