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 6-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 | $126,168 | $210,648-40.1% | $177,989-29.1% | $145,922-13.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -4.92% | 385.86%-390.8pp | 294.48%-299.4pp | 561.29%-566.2pp |
| Employer contribution / active EE | $1,701 | $4,565-62.7% | $3,949-56.9% | $4,660-63.5% |
| Participant deferral / active EE | $3,402 | $6,958-51.1% | $6,276-45.8% | $6,688-49.1% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |