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 7-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 | $22,691 | $48,570-53.3% | $130,648-82.6% | $72,985-68.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | -16.17% | 38.63%-54.8pp | 1708.96%-1725.1pp | 81.00%-97.2pp |
| Employer contribution / active EE | $3,670 | $1,334+175.1% | $4,092-10.3% | $2,440+50.4% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $3,603-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $3,549-100.0% | $5,464-100.0% | $5,124-100.0% |