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 9-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 | $23,087 | $90,600-74.5% | $79,464-70.9% | $135,375-82.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -22.68% | 977.43%-1000.1pp | 718.14%-740.8pp | 519.73%-542.4pp |
| Employer contribution / active EE | $4,522 | $3,068+47.4% | $2,800+61.5% | $4,779-5.4% |
| Participant deferral / active EE | $12,992 | $4,050+220.8% | $3,704+250.8% | $5,609+131.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |