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 | $16,216 | $92,703-82.5% | $82,719-80.4% | $134,475-87.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.01% | 944.92%-969.9pp | 701.18%-726.2pp | 417.96%-443.0pp |
| Employer contribution / active EE | $3,935 | $3,274+20.2% | $3,009+30.8% | $4,740-17.0% |
| Participant deferral / active EE | $7,554 | $4,802+57.3% | $4,395+71.9% | $6,400+18.0% |
| Admin fee / account holder | $186 | $5,983-96.9% | $5,329-96.5% | $11,426-98.4% |