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 | $57,891 | $97,757-40.8% | $83,848-31.0% | $135,375-57.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.29% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,936 | $4,222-30.5% | $3,631-19.1% | $4,779-38.6% |
| Participant deferral / active EE | $16,725 | $4,682+257.2% | $4,082+309.8% | $5,609+198.2% |
| Admin fee / account holder | $63 | $6,674-99.1% | $5,478-98.9% | $10,827-99.4% |