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 | $89,874 | $158,398-43.3% | $126,539-29.0% | $142,382-36.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | -31.56% | 593.76%-625.3pp | 425.95%-457.5pp | 217.08%-248.6pp |
| Employer contribution / active EE | $294 | $4,650-93.7% | $3,674-92.0% | $4,299-93.2% |
| Participant deferral / active EE | $616 | $4,767-87.1% | $4,083-84.9% | $6,507-90.5% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |