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 | $75,877 | $114,381-33.7% | $107,525-29.4% | $142,382-46.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -53.26% | 242.71%-296.0pp | 181.32%-234.6pp | 217.08%-270.3pp |
| Employer contribution / active EE | $4,134 | $4,015+3.0% | $3,754+10.1% | $4,299-3.8% |
| Participant deferral / active EE | $9,246 | $5,564+66.2% | $5,116+80.7% | $6,507+42.1% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |