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 4-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 | $27,592 | $89,753-69.3% | $107,525-74.3% | $84,808-67.5% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | -32.68% | 29.48%-62.2pp | 181.32%-214.0pp | 40.90%-73.6pp |
| Employer contribution / active EE | $5,695 | $3,113+82.9% | $3,754+51.7% | $2,631+116.5% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $35 | $7,222-99.5% | $8,919-99.6% | $7,344-99.5% |