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 6-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 | $12,012 | $152,509-92.1% | $117,472-89.8% | $134,475-91.1% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -28.17% | 52.99%-81.2pp | 29.74%-57.9pp | 417.96%-446.1pp |
| Employer contribution / active EE | $341 | $5,571-93.9% | $4,176-91.8% | $4,740-92.8% |
| Participant deferral / active EE | $5,625 | $4,818+16.8% | $4,070+38.2% | $6,400-12.1% |
| Admin fee / account holder | $72 | $7,004-99.0% | $5,645-98.7% | $11,426-99.4% |