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 | $18,425 | $110,809-83.4% | $86,874-78.8% | $167,490-89.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | -0.03% | 116.98%-117.0pp | 63.52%-63.6pp | 478.56%-478.6pp |
| Employer contribution / active EE | $7,842 | $3,244+141.8% | $2,495+214.3% | $4,837+62.1% |
| Participant deferral / active EE | $0 | $4,546-100.0% | $3,699-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5 | $8,415-99.9% | $5,828-99.9% | $12,309-100.0% |