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 | $16,281 | $90,600-82.0% | $79,464-79.5% | $135,375-88.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -279.71% | 977.43%-1257.1pp | 718.14%-997.9pp | 519.73%-799.4pp |
| Employer contribution / active EE | $9,160 | $3,068+198.6% | $2,800+227.1% | $4,779+91.7% |
| Participant deferral / active EE | $7,441 | $4,050+83.7% | $3,704+100.9% | $5,609+32.7% |
| Admin fee / account holder | $14 | $5,907-99.8% | $5,113-99.7% | $10,827-99.9% |