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 3-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 | $36,617 | $88,710-58.7% | $81,783-55.2% | $145,959-74.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -5.32% | 1027.26%-1032.6pp | 775.05%-780.4pp | 561.95%-567.3pp |
| Employer contribution / active EE | $4,801 | $3,083+55.7% | $2,913+64.8% | $4,661+3.0% |
| Participant deferral / active EE | $7,667 | $4,645+65.1% | $4,320+77.5% | $6,689+14.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |