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 | $163,877 | $81,625+100.8% | $58,482+180.2% | $139,434+17.5% |
| Participation rate | 80.0% | 61.3%+18.7pp | 50.9%+29.1pp | 80.3%-0.3pp |
| Annual return | -15.67% | 7404.20%-7419.9pp | 4239.32%-4255.0pp | 372.94%-388.6pp |
| Employer contribution / active EE | $919 | $1,398-34.3% | $1,053-12.7% | $4,751-80.7% |
| Participant deferral / active EE | $2,741 | $2,557+7.2% | $1,924+42.5% | $6,710-59.1% |
| Admin fee / account holder | $0 | $3,265-100.0% | $2,516-100.0% | $11,403-100.0% |