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 | $11,515 | $90,600-87.3% | $79,464-85.5% | $135,375-91.5% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -15.25% | 977.43%-992.7pp | 718.14%-733.4pp | 519.73%-535.0pp |
| Employer contribution / active EE | $1,459 | $3,068-52.4% | $2,800-47.9% | $4,779-69.5% |
| Participant deferral / active EE | $5,996 | $4,050+48.0% | $3,704+61.9% | $5,609+6.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |