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 | $73,429 | $109,327-32.8% | $89,391-17.9% | $158,922-53.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | -21.89% | 345.68%-367.6pp | 245.62%-267.5pp | 302.83%-324.7pp |
| Employer contribution / active EE | $356 | $3,170-88.8% | $2,586-86.2% | $4,761-92.5% |
| Participant deferral / active EE | $900 | $4,598-80.4% | $3,890-76.9% | $5,982-85.0% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |