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 | $41,382 | $90,600-54.3% | $79,464-47.9% | $135,375-69.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -19.76% | 977.43%-997.2pp | 718.14%-737.9pp | 519.73%-539.5pp |
| Employer contribution / active EE | $12,903 | $3,068+320.6% | $2,800+360.7% | $4,779+170.0% |
| Participant deferral / active EE | $11,691 | $4,050+188.6% | $3,704+215.6% | $5,609+108.4% |
| Admin fee / account holder | $26 | $5,907-99.6% | $5,113-99.5% | $10,827-99.8% |