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 | $20,751 | $95,971-78.4% | $74,550-72.2% | $135,375-84.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -12.59% | 56.96%-69.6pp | 32.53%-45.1pp | 519.73%-532.3pp |
| Employer contribution / active EE | $3,380 | $2,716+24.4% | $1,961+72.4% | $4,779-29.3% |
| Participant deferral / active EE | $9,425 | $3,843+145.2% | $3,108+203.2% | $5,609+68.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |