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 | $26,579 | $99,640-73.3% | $86,436-69.2% | $134,475-80.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.67% | 6782.58%-6806.2pp | 4394.89%-4418.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $5,926 | $4,400+34.7% | $3,769+57.2% | $4,740+25.0% |
| Participant deferral / active EE | $9,805 | $7,246+35.3% | $6,952+41.0% | $6,400+53.2% |
| Admin fee / account holder | $111 | $8,371-98.7% | $6,731-98.4% | $11,426-99.0% |