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 8-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 | $23,241 | $90,600-74.3% | $79,464-70.8% | $135,375-82.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.95% | 977.43%-987.4pp | 718.14%-728.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $949 | $3,068-69.1% | $2,800-66.1% | $4,779-80.2% |
| Participant deferral / active EE | $5,267 | $4,050+30.0% | $3,704+42.2% | $5,609-6.1% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |