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 | $9,489 | $90,600-89.5% | $79,464-88.1% | $135,375-93.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -27.29% | 977.43%-1004.7pp | 718.14%-745.4pp | 519.73%-547.0pp |
| Employer contribution / active EE | $3,348 | $3,068+9.1% | $2,800+19.6% | $4,779-29.9% |
| Participant deferral / active EE | $10,419 | $4,050+157.2% | $3,704+181.3% | $5,609+85.8% |
| Admin fee / account holder | $30 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |