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 | $17,331 | $90,600-80.9% | $79,464-78.2% | $135,375-87.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.35% | 977.43%-987.8pp | 718.14%-728.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,480 | $3,068-19.2% | $2,800-11.4% | $4,779-48.1% |
| Participant deferral / active EE | $6,245 | $4,050+54.2% | $3,704+68.6% | $5,609+11.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |