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 | $79,640 | $138,065-42.3% | $123,544-35.5% | $135,375-41.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.22% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,315 | $5,151-55.1% | $4,628-50.0% | $4,779-51.6% |
| Participant deferral / active EE | $4,699 | $6,799-30.9% | $6,426-26.9% | $5,609-16.2% |
| Admin fee / account holder | $175 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |