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 | $17,439 | $190,805-90.9% | $159,960-89.1% | $134,475-87.0% |
| Participation rate | 81.3% | 81.9%-0.7pp | 78.0%+3.3pp | 81.2%0pp |
| Annual return | -29.22% | 552.23%-581.5pp | 408.60%-437.8pp | 417.96%-447.2pp |
| Employer contribution / active EE | $1,194 | $4,995-76.1% | $4,226-71.8% | $4,740-74.8% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |