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 | $94,803 | $190,805-50.3% | $159,960-40.7% | $134,475-29.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -26.71% | 552.23%-578.9pp | 408.60%-435.3pp | 417.96%-444.7pp |
| Employer contribution / active EE | $5,539 | $4,995+10.9% | $4,226+31.1% | $4,740+16.9% |
| Participant deferral / active EE | $14,225 | $6,923+105.5% | $6,182+130.1% | $6,400+122.3% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |