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 4-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 | $22,812 | $92,703-75.4% | $82,719-72.4% | $134,475-83.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -23.55% | 944.92%-968.5pp | 701.18%-724.7pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,541 | $3,274-52.9% | $3,009-48.8% | $4,740-67.5% |
| Participant deferral / active EE | $12,323 | $4,802+156.6% | $4,395+180.4% | $6,400+92.5% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |