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 8-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 | $33,611 | $93,024-63.9% | $77,024-56.4% | $134,475-75.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -49.62% | 62.60%-112.2pp | 42.32%-91.9pp | 417.96%-467.6pp |
| Employer contribution / active EE | $6,490 | $3,418+89.9% | $2,812+130.8% | $4,740+36.9% |
| Participant deferral / active EE | $5,400 | $5,238+3.1% | $4,426+22.0% | $6,400-15.6% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |