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 | $99,295 | $99,640-0.3% | $86,436+14.9% | $134,475-26.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.23% | 6782.58%-6804.8pp | 4394.89%-4417.1pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,880 | $4,400-34.5% | $3,769-23.6% | $4,740-39.2% |
| Participant deferral / active EE | $7,165 | $7,246-1.1% | $6,952+3.1% | $6,400+12.0% |
| Admin fee / account holder | $19 | $8,371-99.8% | $6,731-99.7% | $11,426-99.8% |