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 | $13,035 | $90,600-85.6% | $79,464-83.6% | $135,375-90.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -14.57% | 977.43%-992.0pp | 718.14%-732.7pp | 519.73%-534.3pp |
| Employer contribution / active EE | $1,313 | $3,068-57.2% | $2,800-53.1% | $4,779-72.5% |
| Participant deferral / active EE | $6,234 | $4,050+53.9% | $3,704+68.3% | $5,609+11.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |