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 8-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 | $19,251 | $97,757-80.3% | $83,848-77.0% | $135,375-85.8% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -15.26% | 1287.37%-1302.6pp | 850.88%-866.1pp | 519.73%-535.0pp |
| Employer contribution / active EE | $1,107 | $4,222-73.8% | $3,631-69.5% | $4,779-76.8% |
| Participant deferral / active EE | $9,345 | $4,682+99.6% | $4,082+129.0% | $5,609+66.6% |
| Admin fee / account holder | $131 | $6,674-98.0% | $5,478-97.6% | $10,827-98.8% |