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 8-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 | $18,048 | $90,600-80.1% | $79,464-77.3% | $135,375-86.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.69% | 977.43%-988.1pp | 718.14%-728.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $6,535 | $3,068+113.0% | $2,800+133.4% | $4,779+36.8% |
| Participant deferral / active EE | $6,143 | $4,050+51.7% | $3,704+65.9% | $5,609+9.5% |
| Admin fee / account holder | $160 | $5,907-97.3% | $5,113-96.9% | $10,827-98.5% |