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 9-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 | $15,049 | $109,817-86.3% | $98,442-84.7% | $167,490-91.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -0.20% | 1956.69%-1956.9pp | 1492.73%-1492.9pp | 478.56%-478.8pp |
| Employer contribution / active EE | $1,811 | $3,224-43.8% | $2,960-38.8% | $4,837-62.6% |
| Participant deferral / active EE | $7,182 | $4,673+53.7% | $4,276+68.0% | $6,341+13.3% |
| Admin fee / account holder | $269 | $6,753-96.0% | $5,949-95.5% | $12,309-97.8% |