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 10-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 | $51,811 | $102,604-49.5% | $86,188-39.9% | $139,434-62.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -9.14% | 1922.51%-1931.7pp | 1168.45%-1177.6pp | 372.94%-382.1pp |
| Employer contribution / active EE | $1,333 | $3,032-56.0% | $2,380-44.0% | $4,751-71.9% |
| Participant deferral / active EE | $2,087 | $4,676-55.4% | $3,985-47.6% | $6,710-68.9% |
| Admin fee / account holder | $129 | $8,657-98.5% | $6,852-98.1% | $11,403-98.9% |