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 | $14,136 | $108,172-86.9% | $77,482-81.8% | $158,922-91.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -25.38% | 31.67%-57.1pp | 54.79%-80.2pp | 302.83%-328.2pp |
| Employer contribution / active EE | $258 | $1,325-80.5% | $986-73.8% | $4,761-94.6% |
| Participant deferral / active EE | $287 | $2,456-88.3% | $1,861-84.6% | $5,982-95.2% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |