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 | $32,719 | $138,065-76.3% | $123,544-73.5% | $135,375-75.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -12.46% | 153.68%-166.1pp | 119.20%-131.7pp | 519.73%-532.2pp |
| Employer contribution / active EE | $4,225 | $5,151-18.0% | $4,628-8.7% | $4,779-11.6% |
| Participant deferral / active EE | $9,404 | $6,799+38.3% | $6,426+46.4% | $5,609+67.7% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |