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 9-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 | $27,608 | $138,065-80.0% | $123,544-77.7% | $135,375-79.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -11.72% | 153.68%-165.4pp | 119.20%-130.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $2,087 | $5,151-59.5% | $4,628-54.9% | $4,779-56.3% |
| Participant deferral / active EE | $8,108 | $6,799+19.3% | $6,426+26.2% | $5,609+44.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |