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 | $43,640 | $90,600-51.8% | $79,464-45.1% | $135,375-67.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.86% | 977.43%-987.3pp | 718.14%-728.0pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,621 | $3,068-14.6% | $2,800-6.4% | $4,779-45.2% |
| Participant deferral / active EE | $5,531 | $4,050+36.6% | $3,704+49.3% | $5,609-1.4% |
| Admin fee / account holder | $181 | $5,907-96.9% | $5,113-96.5% | $10,827-98.3% |