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 | $22,149 | $95,971-76.9% | $74,550-70.3% | $135,375-83.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -15.38% | 56.96%-72.3pp | 32.53%-47.9pp | 519.73%-535.1pp |
| Employer contribution / active EE | $1,670 | $2,716-38.5% | $1,961-14.8% | $4,779-65.1% |
| Participant deferral / active EE | $7,198 | $3,843+87.3% | $3,108+131.6% | $5,609+28.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |