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 | $88,064 | $108,172-18.6% | $77,482+13.7% | $158,922-44.6% |
| Participation rate | 87.5% | 64.4%+23.1pp | 54.2%+33.3pp | 82.0%+5.5pp |
| Annual return | -60.84% | 31.67%-92.5pp | 54.79%-115.6pp | 302.83%-363.7pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,375 | $2,456-3.3% | $1,861+27.6% | $5,982-60.3% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |