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 | $191,057 | $210,648-9.3% | $177,989+7.3% | $145,922+30.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -30.38% | 385.86%-416.2pp | 294.48%-324.9pp | 561.29%-591.7pp |
| Employer contribution / active EE | $1,800 | $4,565-60.6% | $3,949-54.4% | $4,660-61.4% |
| Participant deferral / active EE | $7,500 | $6,958+7.8% | $6,276+19.5% | $6,688+12.1% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |