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 10-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 | $37,189 | $135,635-72.6% | $110,238-66.3% | $135,375-72.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -12.58% | 513.19%-525.8pp | 314.74%-327.3pp | 519.73%-532.3pp |
| Employer contribution / active EE | $4,710 | $4,906-4.0% | $3,826+23.1% | $4,779-1.4% |
| Participant deferral / active EE | $5,205 | $5,506-5.5% | $4,672+11.4% | $5,609-7.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |