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 10-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 | $93,207 | $135,635-31.3% | $110,238-15.4% | $135,375-31.1% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -11.42% | 513.19%-524.6pp | 314.74%-326.2pp | 519.73%-531.2pp |
| Employer contribution / active EE | $8,541 | $4,906+74.1% | $3,826+123.2% | $4,779+78.7% |
| Participant deferral / active EE | $14,670 | $5,506+166.4% | $4,672+214.0% | $5,609+161.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |