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 7-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 | $10,195 | $93,024-89.0% | $77,024-86.8% | $134,475-92.4% |
| Participation rate | 73.3% | 74.5%-1.1pp | 67.9%+5.4pp | 81.2%-7.9pp |
| Annual return | -23.52% | 62.60%-86.1pp | 42.32%-65.8pp | 417.96%-441.5pp |
| Employer contribution / active EE | $3,264 | $3,418-4.5% | $2,812+16.1% | $4,740-31.1% |
| Participant deferral / active EE | $4,351 | $5,238-16.9% | $4,426-1.7% | $6,400-32.0% |
| Admin fee / account holder | $51 | $6,944-99.3% | $5,425-99.1% | $11,426-99.6% |