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 | $63,080 | $138,065-54.3% | $123,544-48.9% | $135,375-53.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -17.33% | 153.68%-171.0pp | 119.20%-136.5pp | 519.73%-537.1pp |
| Employer contribution / active EE | $2,867 | $5,151-44.3% | $4,628-38.0% | $4,779-40.0% |
| Participant deferral / active EE | $6,587 | $6,799-3.1% | $6,426+2.5% | $5,609+17.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |