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 | $23,734 | $211,958-88.8% | $169,463-86.0% | $135,375-82.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -31.06% | 3.26%-34.3pp | 1.83%-32.9pp | 519.73%-550.8pp |
| Employer contribution / active EE | $1,255 | $5,120-75.5% | $4,159-69.8% | $4,779-73.7% |
| Participant deferral / active EE | $12,607 | $6,075+107.5% | $5,277+138.9% | $5,609+124.8% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |