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 5-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 | $48,857 | $190,805-74.4% | $159,960-69.5% | $134,475-63.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -51.08% | 552.23%-603.3pp | 408.60%-459.7pp | 417.96%-469.0pp |
| Employer contribution / active EE | $18,592 | $4,995+272.2% | $4,226+340.0% | $4,740+292.3% |
| Participant deferral / active EE | $6,833 | $6,923-1.3% | $6,182+10.5% | $6,400+6.8% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |