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 | $25,970 | $99,640-73.9% | $86,436-70.0% | $134,475-80.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.27% | 6782.58%-6803.8pp | 4394.89%-4416.2pp | 417.96%-439.2pp |
| Employer contribution / active EE | $4,256 | $4,400-3.3% | $3,769+12.9% | $4,740-10.2% |
| Participant deferral / active EE | $6,676 | $7,246-7.9% | $6,952-4.0% | $6,400+4.3% |
| Admin fee / account holder | $166 | $8,371-98.0% | $6,731-97.5% | $11,426-98.5% |