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 | $23,673 | $138,065-82.9% | $123,544-80.8% | $135,375-82.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -64.71% | 153.68%-218.4pp | 119.20%-183.9pp | 519.73%-584.4pp |
| Employer contribution / active EE | $16,236 | $5,151+215.2% | $4,628+250.8% | $4,779+239.8% |
| Participant deferral / active EE | $6,023 | $6,799-11.4% | $6,426-6.3% | $5,609+7.4% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |