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 8-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 | $33,137 | $97,757-66.1% | $83,848-60.5% | $135,375-75.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -17.29% | 1287.37%-1304.7pp | 850.88%-868.2pp | 519.73%-537.0pp |
| Employer contribution / active EE | $7,614 | $4,222+80.4% | $3,631+109.7% | $4,779+59.3% |
| Participant deferral / active EE | $12,300 | $4,682+162.7% | $4,082+201.4% | $5,609+119.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |