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 | $25,634 | $138,044-81.4% | $125,339-79.5% | $134,475-80.9% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -29.21% | 750.33%-779.5pp | 572.05%-601.3pp | 417.96%-447.2pp |
| Employer contribution / active EE | $3,433 | $5,243-34.5% | $4,814-28.7% | $4,740-27.6% |
| Participant deferral / active EE | $5,985 | $7,799-23.3% | $7,446-19.6% | $6,400-6.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |