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 | $71,925 | $169,161-57.5% | $129,295-44.4% | $145,959-50.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -50.58% | 14348.07%-14398.6pp | 9429.28%-9479.9pp | 561.95%-612.5pp |
| Employer contribution / active EE | $18,422 | $5,543+232.3% | $4,157+343.2% | $4,661+295.3% |
| Participant deferral / active EE | $10,167 | $4,989+103.8% | $4,169+143.9% | $6,689+52.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |