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 | $8,688 | $104,106-91.7% | $71,086-87.8% | $135,375-93.6% |
| Participation rate | 93.8% | 65.7%+28.1pp | 54.7%+39.1pp | 82.6%+11.1pp |
| Annual return | -13.92% | 1256.30%-1270.2pp | 650.59%-664.5pp | 519.73%-533.7pp |
| Employer contribution / active EE | $666 | $1,485-55.1% | $1,088-38.7% | $4,779-86.1% |
| Participant deferral / active EE | $3,417 | $2,527+35.2% | $1,874+82.3% | $5,609-39.1% |
| Admin fee / account holder | $102 | $4,142-97.5% | $3,082-96.7% | $10,827-99.1% |