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 | $29,666 | $84,695-65.0% | $73,843-59.8% | $125,391-76.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -7.71% | 3123.53%-3131.2pp | 2267.84%-2275.5pp | 282.22%-289.9pp |
| Employer contribution / active EE | $1,803 | $3,123-42.3% | $2,787-35.3% | $4,866-62.9% |
| Participant deferral / active EE | $0 | $3,992-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $114 | $5,691-98.0% | $4,880-97.7% | $9,540-98.8% |