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 | $57,972 | $202,318-71.3% | $172,739-66.4% | $152,861-62.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -35.91% | 1029.65%-1065.6pp | 802.84%-838.7pp | 345.32%-381.2pp |
| Employer contribution / active EE | $5,260 | $5,856-10.2% | $5,143+2.3% | $4,762+10.5% |
| Participant deferral / active EE | $4,120 | $5,948-30.7% | $5,198-20.7% | $5,850-29.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |