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 | $15,706 | $92,703-83.1% | $82,719-81.0% | $134,475-88.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.04% | 944.92%-967.0pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,354 | $3,274-28.1% | $3,009-21.8% | $4,740-50.3% |
| Participant deferral / active EE | $7,846 | $4,802+63.4% | $4,395+78.5% | $6,400+22.6% |
| Admin fee / account holder | $58 | $5,983-99.0% | $5,329-98.9% | $11,426-99.5% |