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 | $18,531 | $97,757-81.0% | $83,848-77.9% | $135,375-86.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -27.42% | 1287.37%-1314.8pp | 850.88%-878.3pp | 519.73%-547.2pp |
| Employer contribution / active EE | $1,046 | $4,222-75.2% | $3,631-71.2% | $4,779-78.1% |
| Participant deferral / active EE | $13,516 | $4,682+188.7% | $4,082+231.2% | $5,609+141.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |