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 8-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 | $50,163 | $70,606-29.0% | $53,898-6.9% | $142,382-64.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | -9.82% | 619.81%-629.6pp | 528.60%-538.4pp | 217.08%-226.9pp |
| Employer contribution / active EE | $4,147 | $1,202+245.0% | $932+344.9% | $4,299-3.5% |
| Participant deferral / active EE | $15,500 | $2,364+555.7% | $1,826+748.7% | $6,507+138.2% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |