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 | $31,639 | $84,695-62.6% | $73,843-57.2% | $125,391-74.8% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -37.37% | 3123.53%-3160.9pp | 2267.84%-2305.2pp | 282.22%-319.6pp |
| Employer contribution / active EE | $2,433 | $3,123-22.1% | $2,787-12.7% | $4,866-50.0% |
| Participant deferral / active EE | $9,659 | $3,992+141.9% | $3,583+169.6% | $5,352+80.5% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |