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 6-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 | $19,404 | $108,172-82.1% | $77,482-75.0% | $158,922-87.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -75.95% | 31.67%-107.6pp | 54.79%-130.7pp | 302.83%-378.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,216 | $2,456+112.4% | $1,861+180.3% | $5,982-12.8% |
| Admin fee / account holder | -$1,012 | $3,708-127.3% | $2,858-135.4% | $11,246-109.0% |