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 4-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 | $22,400 | $70,756-68.3% | $65,493-65.8% | $142,382-84.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | -24.66% | 1754.89%-1779.5pp | 982.45%-1007.1pp | 217.08%-241.7pp |
| Employer contribution / active EE | $4,761 | $2,881+65.3% | $2,574+84.9% | $4,299+10.7% |
| Participant deferral / active EE | $7,223 | $4,637+55.8% | $3,961+82.3% | $6,507+11.0% |
| Admin fee / account holder | $158 | $6,559-97.6% | $5,028-96.8% | $12,624-98.7% |