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 | $49,592 | $97,757-49.3% | $83,848-40.9% | $135,375-63.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -11.23% | 1287.37%-1298.6pp | 850.88%-862.1pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,189 | $4,222-71.8% | $3,631-67.3% | $4,779-75.1% |
| Participant deferral / active EE | $1,189 | $4,682-74.6% | $4,082-70.9% | $5,609-78.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |