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 | $36,421 | $84,402-56.8% | $61,373-40.7% | $134,475-72.9% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -49.96% | 584.55%-634.5pp | 338.61%-388.6pp | 417.96%-467.9pp |
| Employer contribution / active EE | $893 | $1,544-42.2% | $1,159-23.0% | $4,740-81.2% |
| Participant deferral / active EE | $5,032 | $2,819+78.5% | $2,125+136.8% | $6,400-21.4% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |