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 | $11,054 | $100,852-89.0% | $90,404-87.8% | $158,922-93.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -12.72% | 1724.20%-1736.9pp | 1293.02%-1305.7pp | 302.83%-315.5pp |
| Employer contribution / active EE | $2,387 | $3,689-35.3% | $3,262-26.8% | $4,761-49.9% |
| Participant deferral / active EE | $3,731 | $4,348-14.2% | $3,963-5.9% | $5,982-37.6% |
| Admin fee / account holder | $78 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |