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 | $20,439 | $99,640-79.5% | $86,436-76.4% | $134,475-84.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -30.54% | 6782.58%-6813.1pp | 4394.89%-4425.4pp | 417.96%-448.5pp |
| Employer contribution / active EE | $4,398 | $4,400-0.1% | $3,769+16.7% | $4,740-7.2% |
| Participant deferral / active EE | $8,299 | $7,246+14.5% | $6,952+19.4% | $6,400+29.7% |
| Admin fee / account holder | $110 | $8,371-98.7% | $6,731-98.4% | $11,426-99.0% |