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 8-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 | $30,450 | $95,971-68.3% | $74,550-59.2% | $135,375-77.5% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -14.02% | 56.96%-71.0pp | 32.53%-46.6pp | 519.73%-533.8pp |
| Employer contribution / active EE | $1,891 | $2,716-30.4% | $1,961-3.6% | $4,779-60.4% |
| Participant deferral / active EE | $4,007 | $3,843+4.2% | $3,108+28.9% | $5,609-28.6% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |