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 6-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 | $33,922 | $88,594-61.7% | $70,092-51.6% | $134,475-74.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -24.05% | 442.67%-466.7pp | 190.73%-214.8pp | 417.96%-442.0pp |
| Employer contribution / active EE | $5,449 | $3,233+68.6% | $2,559+113.0% | $4,740+15.0% |
| Participant deferral / active EE | $24,017 | $4,772+403.3% | $3,849+524.0% | $6,400+275.3% |
| Admin fee / account holder | $64 | $10,441-99.4% | $6,267-99.0% | $11,426-99.4% |