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 5-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 | $46,298 | $84,696-45.3% | $75,696-38.8% | $167,490-72.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | -4.07% | 199.36%-203.4pp | 104.53%-108.6pp | 478.56%-482.6pp |
| Employer contribution / active EE | $5,289 | $3,230+63.8% | $2,743+92.8% | $4,837+9.3% |
| Participant deferral / active EE | $21,750 | $4,580+374.9% | $3,821+469.2% | $6,341+243.0% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |