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 | $27,306 | $97,757-72.1% | $83,848-67.4% | $135,375-79.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -11.18% | 1287.37%-1298.6pp | 850.88%-862.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $4,522 | $4,222+7.1% | $3,631+24.5% | $4,779-5.4% |
| Participant deferral / active EE | $24,500 | $4,682+423.3% | $4,082+500.3% | $5,609+336.8% |
| Admin fee / account holder | $183 | $6,674-97.3% | $5,478-96.7% | $10,827-98.3% |