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 3-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 | $28,761 | $92,703-69.0% | $82,719-65.2% | $134,475-78.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -26.49% | 944.92%-971.4pp | 701.18%-727.7pp | 417.96%-444.5pp |
| Employer contribution / active EE | $1,377 | $3,274-58.0% | $3,009-54.3% | $4,740-71.0% |
| Participant deferral / active EE | $17,750 | $4,802+269.6% | $4,395+303.9% | $6,400+177.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |