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 3-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 | $10,563 | $104,106-89.9% | $71,086-85.1% | $135,375-92.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -29.88% | 1256.30%-1286.2pp | 650.59%-680.5pp | 519.73%-549.6pp |
| Employer contribution / active EE | $3,357 | $1,485+126.1% | $1,088+208.6% | $4,779-29.8% |
| Participant deferral / active EE | $5,354 | $2,527+111.9% | $1,874+185.6% | $5,609-4.6% |
| Admin fee / account holder | $30 | $4,142-99.3% | $3,082-99.0% | $10,827-99.7% |