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 | $45,174 | $111,724-59.6% | $93,606-51.7% | $145,922-69.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | -50.88% | 202.98%-253.9pp | 133.20%-184.1pp | 561.29%-612.2pp |
| Employer contribution / active EE | $10,634 | $3,090+244.2% | $2,420+339.5% | $4,660+128.2% |
| Participant deferral / active EE | $2,229 | $4,912-54.6% | $4,411-49.5% | $6,688-66.7% |
| Admin fee / account holder | $37 | $10,250-99.6% | $8,285-99.6% | $13,397-99.7% |