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 8-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 | $66,789 | $106,543-37.3% | $91,220-26.8% | $134,475-50.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -28.53% | 160.60%-189.1pp | 114.01%-142.5pp | 417.96%-446.5pp |
| Employer contribution / active EE | $22,336 | $3,331+570.6% | $2,850+683.7% | $4,740+371.3% |
| Participant deferral / active EE | $8,260 | $4,719+75.0% | $4,234+95.1% | $6,400+29.1% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |