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 5-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 | $23,862 | $99,640-76.1% | $86,436-72.4% | $134,475-82.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -39.89% | 6782.58%-6822.5pp | 4394.89%-4434.8pp | 417.96%-457.9pp |
| Employer contribution / active EE | $789 | $4,400-82.1% | $3,769-79.1% | $4,740-83.4% |
| Participant deferral / active EE | $16,375 | $7,246+126.0% | $6,952+135.6% | $6,400+155.9% |
| Admin fee / account holder | $60 | $8,371-99.3% | $6,731-99.1% | $11,426-99.5% |