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 5-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 | $16,643 | $104,106-84.0% | $71,086-76.6% | $135,375-87.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -22.71% | 1256.30%-1279.0pp | 650.59%-673.3pp | 519.73%-542.4pp |
| Employer contribution / active EE | $1,634 | $1,485+10.0% | $1,088+50.2% | $4,779-65.8% |
| Participant deferral / active EE | $11,101 | $2,527+339.3% | $1,874+492.3% | $5,609+97.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |