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 | $62,866 | $92,703-32.2% | $82,719-24.0% | $134,475-53.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.88% | 944.92%-967.8pp | 701.18%-724.1pp | 417.96%-440.8pp |
| Employer contribution / active EE | $12,436 | $3,274+279.9% | $3,009+313.3% | $4,740+162.4% |
| Participant deferral / active EE | $7,600 | $4,802+58.3% | $4,395+72.9% | $6,400+18.8% |
| Admin fee / account holder | $9 | $5,983-99.8% | $5,329-99.8% | $11,426-99.9% |