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 | $29,421 | $180,449-83.7% | $154,107-80.9% | $135,375-78.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -9.67% | 888.09%-897.8pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,342 | $6,035-44.6% | $5,298-36.9% | $4,779-30.1% |
| Participant deferral / active EE | $5,878 | $5,806+1.2% | $5,081+15.7% | $5,609+4.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |