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 | $47,895 | $97,757-51.0% | $83,848-42.9% | $135,375-64.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.56% | 1287.37%-1299.9pp | 850.88%-863.4pp | 519.73%-532.3pp |
| Employer contribution / active EE | $16,118 | $4,222+281.8% | $3,631+343.9% | $4,779+237.3% |
| Participant deferral / active EE | $9,672 | $4,682+106.6% | $4,082+137.0% | $5,609+72.4% |
| Admin fee / account holder | $208 | $6,674-96.9% | $5,478-96.2% | $10,827-98.1% |