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 | $10,922 | $90,600-87.9% | $79,464-86.3% | $135,375-91.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -14.44% | 977.43%-991.9pp | 718.14%-732.6pp | 519.73%-534.2pp |
| Employer contribution / active EE | $2,034 | $3,068-33.7% | $2,800-27.4% | $4,779-57.4% |
| Participant deferral / active EE | $4,138 | $4,050+2.2% | $3,704+11.7% | $5,609-26.2% |
| Admin fee / account holder | $86 | $5,907-98.5% | $5,113-98.3% | $10,827-99.2% |