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 | $127,667 | $190,805-33.1% | $159,960-20.2% | $134,475-5.1% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -34.49% | 552.23%-586.7pp | 408.60%-443.1pp | 417.96%-452.4pp |
| Employer contribution / active EE | $3,934 | $4,995-21.2% | $4,226-6.9% | $4,740-17.0% |
| Participant deferral / active EE | $26,313 | $6,923+280.1% | $6,182+325.6% | $6,400+311.1% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |