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 9-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 | $50,395 | $183,963-72.6% | $162,163-68.9% | $152,861-67.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | -21.24% | 150.76%-172.0pp | 115.59%-136.8pp | 345.32%-366.6pp |
| Employer contribution / active EE | $5,074 | $6,371-20.4% | $5,614-9.6% | $4,762+6.5% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $67 | $13,121-99.5% | $10,843-99.4% | $11,596-99.4% |