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 7-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 | $28,932 | $95,862-69.8% | $79,550-63.6% | $134,475-78.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -55.09% | -2.69%-52.4pp | 0.16%-55.3pp | 417.96%-473.1pp |
| Employer contribution / active EE | $2,193 | $3,128-29.9% | $2,413-9.1% | $4,740-53.7% |
| Participant deferral / active EE | $9,000 | $4,693+91.8% | $3,985+125.8% | $6,400+40.6% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |