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 | $69,777 | $90,600-23.0% | $79,464-12.2% | $135,375-48.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.80% | 977.43%-990.2pp | 718.14%-730.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $1,715 | $3,068-44.1% | $2,800-38.8% | $4,779-64.1% |
| Participant deferral / active EE | $7,477 | $4,050+84.6% | $3,704+101.9% | $5,609+33.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |