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 7-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 | $136,096 | $227,553-40.2% | $189,557-28.2% | $167,490-18.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | -44.06% | 78.40%-122.5pp | 64.17%-108.2pp | 478.56%-522.6pp |
| Employer contribution / active EE | $4,500 | $5,316-15.4% | $4,412+2.0% | $4,837-7.0% |
| Participant deferral / active EE | $19,500 | $7,002+178.5% | $6,174+215.9% | $6,341+207.5% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |