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 4-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 | $17,273 | $95,862-82.0% | $79,550-78.3% | $134,475-87.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -57.11% | -2.69%-54.4pp | 0.16%-57.3pp | 417.96%-475.1pp |
| Employer contribution / active EE | $1,361 | $3,128-56.5% | $2,413-43.6% | $4,740-71.3% |
| Participant deferral / active EE | $10,400 | $4,693+121.6% | $3,985+161.0% | $6,400+62.5% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |