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 5-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 | $22,660 | $99,640-77.3% | $86,436-73.8% | $134,475-83.1% |
| Participation rate | 92.9% | 82.0%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -23.44% | 6782.58%-6806.0pp | 4394.89%-4418.3pp | 417.96%-441.4pp |
| Employer contribution / active EE | $3,540 | $4,400-19.5% | $3,769-6.1% | $4,740-25.3% |
| Participant deferral / active EE | $11,250 | $7,246+55.3% | $6,952+61.8% | $6,400+75.8% |
| Admin fee / account holder | $20 | $8,371-99.8% | $6,731-99.7% | $11,426-99.8% |