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 | $102,474 | $117,690-12.9% | $71,735+42.9% | $134,475-23.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -32.08% | 25.44%-57.5pp | 9.14%-41.2pp | 417.96%-450.0pp |
| Employer contribution / active EE | $670 | $2,525-73.5% | $1,704-60.7% | $4,740-85.9% |
| Participant deferral / active EE | $1,238 | $3,759-67.1% | $2,658-53.4% | $6,400-80.7% |
| Admin fee / account holder | $0 | $6,379-100.0% | $3,974-100.0% | $11,426-100.0% |