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 | $21,349 | $97,757-78.2% | $83,848-74.5% | $135,375-84.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -24.31% | 1287.37%-1311.7pp | 850.88%-875.2pp | 519.73%-544.0pp |
| Employer contribution / active EE | $5,489 | $4,222+30.0% | $3,631+51.2% | $4,779+14.9% |
| Participant deferral / active EE | $13,268 | $4,682+183.4% | $4,082+225.1% | $5,609+136.5% |
| Admin fee / account holder | $245 | $6,674-96.3% | $5,478-95.5% | $10,827-97.7% |