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 | $18,910 | $84,695-77.7% | $73,843-74.4% | $125,391-84.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.69% | 3123.53%-3128.2pp | 2267.84%-2272.5pp | 282.22%-286.9pp |
| Employer contribution / active EE | $6,191 | $3,123+98.2% | $2,787+122.1% | $4,866+27.2% |
| Participant deferral / active EE | $1,768 | $3,992-55.7% | $3,583-50.7% | $5,352-67.0% |
| Admin fee / account holder | $2 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |