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 5-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 | $17,120 | $99,640-82.8% | $86,436-80.2% | $134,475-87.3% |
| Participation rate | 73.3% | 82.0%-8.7pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -21.34% | 6782.58%-6803.9pp | 4394.89%-4416.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,531 | $4,400-65.2% | $3,769-59.4% | $4,740-67.7% |
| Participant deferral / active EE | $4,856 | $7,246-33.0% | $6,952-30.1% | $6,400-24.1% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |