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 10-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 | $18,753 | $90,600-79.3% | $79,464-76.4% | $135,375-86.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.34% | 977.43%-993.8pp | 718.14%-734.5pp | 519.73%-536.1pp |
| Employer contribution / active EE | $2,220 | $3,068-27.6% | $2,800-20.7% | $4,779-53.5% |
| Participant deferral / active EE | $9,841 | $4,050+143.0% | $3,704+165.7% | $5,609+75.4% |
| Admin fee / account holder | $92 | $5,907-98.5% | $5,113-98.2% | $10,827-99.2% |