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 | $101,424 | $109,817-7.6% | $98,442+3.0% | $167,490-39.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | -20.60% | 1956.69%-1977.3pp | 1492.73%-1513.3pp | 478.56%-499.2pp |
| Employer contribution / active EE | $4,320 | $3,224+34.0% | $2,960+46.0% | $4,837-10.7% |
| Participant deferral / active EE | $13,000 | $4,673+178.2% | $4,276+204.0% | $6,341+105.0% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |