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 | $30,850 | $90,600-65.9% | $79,464-61.2% | $135,375-77.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -24.28% | 977.43%-1001.7pp | 718.14%-742.4pp | 519.73%-544.0pp |
| Employer contribution / active EE | $9,578 | $3,068+212.2% | $2,800+242.0% | $4,779+100.4% |
| Participant deferral / active EE | $11,441 | $4,050+182.5% | $3,704+208.9% | $5,609+104.0% |
| Admin fee / account holder | $35 | $5,907-99.4% | $5,113-99.3% | $10,827-99.7% |