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 | $52,968 | $99,640-46.8% | $86,436-38.7% | $134,475-60.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.54% | 6782.58%-6810.1pp | 4394.89%-4422.4pp | 417.96%-445.5pp |
| Employer contribution / active EE | $1,882 | $4,400-57.2% | $3,769-50.1% | $4,740-60.3% |
| Participant deferral / active EE | $9,603 | $7,246+32.5% | $6,952+38.1% | $6,400+50.0% |
| Admin fee / account holder | $145 | $8,371-98.3% | $6,731-97.9% | $11,426-98.7% |