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 | $43,910 | $45,152-2.7% | $73,843-40.5% | $59,632-26.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -12.28% | 27.40%-39.7pp | 2267.84%-2280.1pp | 2041.28%-2053.6pp |
| Employer contribution / active EE | $4,533 | $1,902+138.3% | $2,787+62.6% | $2,203+105.8% |
| Participant deferral / active EE | $1,455 | $2,574-43.5% | $3,583-59.4% | $3,192-54.4% |
| Admin fee / account holder | $0 | $3,516-100.0% | $4,880-100.0% | $4,297-100.0% |