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 | $78,298 | $90,600-13.6% | $79,464-1.5% | $135,375-42.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -30.07% | 977.43%-1007.5pp | 718.14%-748.2pp | 519.73%-549.8pp |
| Employer contribution / active EE | $36,000 | $3,068+1073.4% | $2,800+1185.5% | $4,779+653.3% |
| Participant deferral / active EE | $26,000 | $4,050+541.9% | $3,704+602.0% | $5,609+363.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |