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 6-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 | $17,473 | $99,640-82.5% | $86,436-79.8% | $134,475-87.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.03% | 6782.58%-6805.6pp | 4394.89%-4417.9pp | 417.96%-441.0pp |
| Employer contribution / active EE | $6,057 | $4,400+37.6% | $3,769+60.7% | $4,740+27.8% |
| Participant deferral / active EE | $3,573 | $7,246-50.7% | $6,952-48.6% | $6,400-44.2% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |