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 | $45,800 | $104,106-56.0% | $71,086-35.6% | $135,375-66.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -34.08% | 1256.30%-1290.4pp | 650.59%-684.7pp | 519.73%-553.8pp |
| Employer contribution / active EE | $5,920 | $1,485+298.7% | $1,088+444.3% | $4,779+23.9% |
| Participant deferral / active EE | $9,000 | $2,527+256.2% | $1,874+380.2% | $5,609+60.5% |
| Admin fee / account holder | $19 | $4,142-99.5% | $3,082-99.4% | $10,827-99.8% |