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 | $149,040-48.0% | $120,225-35.5% | $137,256-43.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | -58.85% | 605.68%-664.5pp | 439.23%-498.1pp | 220.34%-279.2pp |
| Employer contribution / active EE | $5,577 | $4,350+28.2% | $3,475+60.5% | $4,156+34.2% |
| Participant deferral / active EE | $11,423 | $4,655+145.4% | $3,999+185.7% | $6,407+78.3% |
| Admin fee / account holder | $7 | $6,348-99.9% | $5,696-99.9% | $12,270-99.9% |