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 | $43,920 | $90,600-51.5% | $79,464-44.7% | $135,375-67.6% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | -17.90% | 977.43%-995.3pp | 718.14%-736.0pp | 519.73%-537.6pp |
| Employer contribution / active EE | $8,359 | $3,068+172.5% | $2,800+198.5% | $4,779+74.9% |
| Participant deferral / active EE | $6,966 | $4,050+72.0% | $3,704+88.1% | $5,609+24.2% |
| Admin fee / account holder | $101 | $5,907-98.3% | $5,113-98.0% | $10,827-99.1% |