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 | $157,994 | $564,480-72.0% | $113,516+39.2% | $564,480-72.0% |
| Participation rate | 100.0% | 89.1%+10.9pp | 93.3%+6.7pp | 89.1%+10.9pp |
| Annual return | -26.02% | -14.07%-12.0pp | -14.61%-11.4pp | -14.07%-12.0pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $5,360-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $2,642-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $3,772-100.0% | $27,140-100.0% |