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 3-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 | $35,680 | $158,398-77.5% | $126,539-71.8% | $142,382-74.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | -4.35% | 593.76%-598.1pp | 425.95%-430.3pp | 217.08%-221.4pp |
| Employer contribution / active EE | $432 | $4,650-90.7% | $3,674-88.2% | $4,299-89.9% |
| Participant deferral / active EE | $879 | $4,767-81.6% | $4,083-78.5% | $6,507-86.5% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |