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 10-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 | $86,582 | $102,604-15.6% | $86,188+0.5% | $139,434-37.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | -12.88% | 1922.51%-1935.4pp | 1168.45%-1181.3pp | 372.94%-385.8pp |
| Employer contribution / active EE | $11,250 | $3,032+271.0% | $2,380+372.7% | $4,751+136.8% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $3,985-100.0% | $6,710-100.0% |
| Admin fee / account holder | $266 | $8,657-96.9% | $6,852-96.1% | $11,403-97.7% |