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 | $56,657 | $92,703-38.9% | $82,719-31.5% | $134,475-57.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.15% | 944.92%-970.1pp | 701.18%-726.3pp | 417.96%-443.1pp |
| Employer contribution / active EE | $2,052 | $3,274-37.3% | $3,009-31.8% | $4,740-56.7% |
| Participant deferral / active EE | $3,192 | $4,802-33.5% | $4,395-27.4% | $6,400-50.1% |
| Admin fee / account holder | $114 | $5,983-98.1% | $5,329-97.9% | $11,426-99.0% |