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 6-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 | $207,496 | $59,774+247.1% | - | $134,475+54.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | - | 81.2%+18.8pp |
| Annual return | -23.00% | -10.72%-12.3pp | - | 417.96%-441.0pp |
| Employer contribution / active EE | $18,000 | $2,711+563.8% | - | $4,740+279.8% |
| Participant deferral / active EE | $0 | $4,131-100.0% | - | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,003-100.0% | - | $11,426-100.0% |