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 3-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 | $53,251 | $72,400-26.4% | $67,502-21.1% | $145,922-63.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | -32.75% | 7182.46%-7215.2pp | 3512.12%-3544.9pp | 561.29%-594.0pp |
| Employer contribution / active EE | $11,653 | $3,069+279.7% | $2,731+326.7% | $4,660+150.1% |
| Participant deferral / active EE | $11,653 | $4,783+143.6% | $4,000+191.3% | $6,688+74.2% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |