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 6-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 | $17,011 | $99,640-82.9% | $86,436-80.3% | $134,475-87.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.27% | 6782.58%-6804.8pp | 4394.89%-4417.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,897 | $4,400-34.2% | $3,769-23.1% | $4,740-38.9% |
| Participant deferral / active EE | $8,916 | $7,246+23.0% | $6,952+28.3% | $6,400+39.3% |
| Admin fee / account holder | $86 | $8,371-99.0% | $6,731-98.7% | $11,426-99.2% |