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 10-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 | $11,835 | $104,106-88.6% | $71,086-83.4% | $135,375-91.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -54.45% | 1256.30%-1310.7pp | 650.59%-705.0pp | 519.73%-574.2pp |
| Employer contribution / active EE | $602 | $1,485-59.5% | $1,088-44.7% | $4,779-87.4% |
| Participant deferral / active EE | $527 | $2,527-79.2% | $1,874-71.9% | $5,609-90.6% |
| Admin fee / account holder | $3 | $4,142-99.9% | $3,082-99.9% | $10,827-100.0% |