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 | $77,538 | $158,398-51.0% | $126,539-38.7% | $142,382-45.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -58.85% | 593.76%-652.6pp | 425.95%-484.8pp | 217.08%-275.9pp |
| Employer contribution / active EE | $5,577 | $4,650+19.9% | $3,674+51.8% | $4,299+29.7% |
| Participant deferral / active EE | $11,423 | $4,767+139.6% | $4,083+179.8% | $6,507+75.5% |
| Admin fee / account holder | $7 | $6,918-99.9% | $6,065-99.9% | $12,624-99.9% |