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 | $63,504 | $84,695-25.0% | $73,843-14.0% | $125,391-49.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.67% | 3123.53%-3127.2pp | 2267.84%-2271.5pp | 282.22%-285.9pp |
| Employer contribution / active EE | $6,095 | $3,123+95.1% | $2,787+118.6% | $4,866+25.2% |
| Participant deferral / active EE | $9,000 | $3,992+125.4% | $3,583+151.2% | $5,352+68.2% |
| Admin fee / account holder | $5 | $5,691-99.9% | $4,880-99.9% | $9,540-100.0% |