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 | $31,428 | $92,703-66.1% | $82,719-62.0% | $134,475-76.6% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -21.95% | 944.92%-966.9pp | 701.18%-723.1pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,689 | $3,274-48.4% | $3,009-43.9% | $4,740-64.4% |
| Participant deferral / active EE | $4,639 | $4,802-3.4% | $4,395+5.6% | $6,400-27.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |