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 | $13,515 | $90,600-85.1% | $79,464-83.0% | $135,375-90.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -12.56% | 977.43%-990.0pp | 718.14%-730.7pp | 519.73%-532.3pp |
| Employer contribution / active EE | $2,002 | $3,068-34.7% | $2,800-28.5% | $4,779-58.1% |
| Participant deferral / active EE | $7,037 | $4,050+73.7% | $3,704+90.0% | $5,609+25.5% |
| Admin fee / account holder | $33 | $5,907-99.4% | $5,113-99.4% | $10,827-99.7% |