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 | $23,200 | $90,600-74.4% | $79,464-70.8% | $135,375-82.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -11.49% | 977.43%-988.9pp | 718.14%-729.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $11,950 | $3,068+289.5% | $2,800+326.7% | $4,779+150.1% |
| Participant deferral / active EE | $3,075 | $4,050-24.1% | $3,704-17.0% | $5,609-45.2% |
| Admin fee / account holder | $1 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |