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 4-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 | $17,691 | $100,773-82.4% | $88,946-80.1% | $142,382-87.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -90.64% | 70.18%-160.8pp | 57.82%-148.5pp | 217.08%-307.7pp |
| Employer contribution / active EE | $2,253 | $2,918-22.8% | $2,555-11.8% | $4,299-47.6% |
| Participant deferral / active EE | $8,773 | $5,230+67.7% | $4,581+91.5% | $6,507+34.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |