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 | $83,370 | $156,846-46.8% | $121,098-31.2% | $139,434-40.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -10.09% | 1474.56%-1484.6pp | 985.75%-995.8pp | 372.94%-383.0pp |
| Employer contribution / active EE | $602 | $5,536-89.1% | $4,164-85.6% | $4,751-87.3% |
| Participant deferral / active EE | $5,000 | $4,844+3.2% | $4,080+22.6% | $6,710-25.5% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |