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 | $30,243 | $97,757-69.1% | $83,848-63.9% | $135,375-77.7% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -10.25% | 1287.37%-1297.6pp | 850.88%-861.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,267 | $4,222-46.3% | $3,631-37.6% | $4,779-52.6% |
| Participant deferral / active EE | $4,795 | $4,682+2.4% | $4,082+17.5% | $5,609-14.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |