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 | $37,325 | $96,635-61.4% | $86,612-56.9% | $139,434-73.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -0.32% | 106.41%-106.7pp | 591.07%-591.4pp | 372.94%-373.3pp |
| Employer contribution / active EE | $1,307 | $3,263-59.9% | $3,022-56.7% | $4,751-72.5% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,710-100.0% |
| Admin fee / account holder | $103 | $6,408-98.4% | $5,614-98.2% | $11,403-99.1% |