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 | $19,197 | $99,640-80.7% | $86,436-77.8% | $134,475-85.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.86% | 6782.58%-6806.4pp | 4394.89%-4418.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $7,200 | $4,400+63.6% | $3,769+91.1% | $4,740+51.9% |
| Participant deferral / active EE | $7,500 | $7,246+3.5% | $6,952+7.9% | $6,400+17.2% |
| Admin fee / account holder | $98 | $8,371-98.8% | $6,731-98.5% | $11,426-99.1% |