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 | $25,423 | $176,662-85.6% | $130,648-80.5% | $152,861-83.4% |
| Participation rate | 93.3% | 79.0%+14.4pp | 71.7%+21.6pp | 82.4%+10.9pp |
| Annual return | -1.05% | 2692.24%-2693.3pp | 1708.96%-1710.0pp | 345.32%-346.4pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,015 | $4,361-7.9% | $3,603+11.4% | $5,850-31.4% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |