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 | $37,453 | $99,640-62.4% | $86,436-56.7% | $134,475-72.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.23% | 6782.58%-6818.8pp | 4394.89%-4431.1pp | 417.96%-454.2pp |
| Employer contribution / active EE | $17,103 | $4,400+288.7% | $3,769+353.8% | $4,740+260.9% |
| Participant deferral / active EE | $15,077 | $7,246+108.1% | $6,952+116.9% | $6,400+135.6% |
| Admin fee / account holder | $18 | $8,371-99.8% | $6,731-99.7% | $11,426-99.8% |