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 7-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 | $46,154 | $114,047-59.5% | $96,139-52.0% | $167,490-72.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | -6.53% | 189.88%-196.4pp | 191.94%-198.5pp | 478.56%-485.1pp |
| Employer contribution / active EE | $1,466 | $3,427-57.2% | $2,797-47.6% | $4,837-69.7% |
| Participant deferral / active EE | $1,833 | $5,194-64.7% | $4,349-57.9% | $6,341-71.1% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |