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 | $12,322 | $104,106-88.2% | $71,086-82.7% | $135,375-90.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -31.93% | 1256.30%-1288.2pp | 650.59%-682.5pp | 519.73%-551.7pp |
| Employer contribution / active EE | $1,643 | $1,485+10.6% | $1,088+51.1% | $4,779-65.6% |
| Participant deferral / active EE | $6,176 | $2,527+144.4% | $1,874+229.5% | $5,609+10.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |