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 10-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 | $15,218 | $90,600-83.2% | $79,464-80.8% | $135,375-88.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -24.21% | 977.43%-1001.6pp | 718.14%-742.3pp | 519.73%-543.9pp |
| Employer contribution / active EE | $2,237 | $3,068-27.1% | $2,800-20.1% | $4,779-53.2% |
| Participant deferral / active EE | $6,130 | $4,050+51.4% | $3,704+65.5% | $5,609+9.3% |
| Admin fee / account holder | $39 | $5,907-99.3% | $5,113-99.2% | $10,827-99.6% |