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 | $35,406 | $90,600-60.9% | $79,464-55.4% | $135,375-73.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -20.10% | 977.43%-997.5pp | 718.14%-738.2pp | 519.73%-539.8pp |
| Employer contribution / active EE | $2,298 | $3,068-25.1% | $2,800-17.9% | $4,779-51.9% |
| Participant deferral / active EE | $13,132 | $4,050+224.2% | $3,704+254.6% | $5,609+134.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |