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 | $9,711 | $104,106-90.7% | $71,086-86.3% | $135,375-92.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -14.10% | 1256.30%-1270.4pp | 650.59%-664.7pp | 519.73%-533.8pp |
| Employer contribution / active EE | $972 | $1,485-34.6% | $1,088-10.7% | $4,779-79.7% |
| Participant deferral / active EE | $3,304 | $2,527+30.8% | $1,874+76.3% | $5,609-41.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |