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 | $52,351 | $90,600-42.2% | $79,464-34.1% | $135,375-61.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -16.31% | 977.43%-993.7pp | 718.14%-734.4pp | 519.73%-536.0pp |
| Employer contribution / active EE | $1,040 | $3,068-66.1% | $2,800-62.9% | $4,779-78.2% |
| Participant deferral / active EE | $17,940 | $4,050+342.9% | $3,704+384.4% | $5,609+219.9% |
| Admin fee / account holder | $220 | $5,907-96.3% | $5,113-95.7% | $10,827-98.0% |