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 4-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 | $7,553 | $88,594-91.5% | $70,092-89.2% | $134,475-94.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -25.89% | 442.67%-468.6pp | 190.73%-216.6pp | 417.96%-443.9pp |
| Employer contribution / active EE | $5,704 | $3,233+76.4% | $2,559+122.9% | $4,740+20.3% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17 | $10,441-99.8% | $6,267-99.7% | $11,426-99.8% |