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 | $23,425 | $97,757-76.0% | $83,848-72.1% | $135,375-82.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -14.06% | 1287.37%-1301.4pp | 850.88%-864.9pp | 519.73%-533.8pp |
| Employer contribution / active EE | $3,622 | $4,222-14.2% | $3,631-0.2% | $4,779-24.2% |
| Participant deferral / active EE | $9,100 | $4,682+94.4% | $4,082+123.0% | $5,609+62.2% |
| Admin fee / account holder | $8 | $6,674-99.9% | $5,478-99.9% | $10,827-99.9% |