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 | $17,344 | $92,703-81.3% | $82,719-79.0% | $134,475-87.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.74% | 944.92%-967.7pp | 701.18%-723.9pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,592 | $3,274-51.4% | $3,009-47.1% | $4,740-66.4% |
| Participant deferral / active EE | $4,744 | $4,802-1.2% | $4,395+7.9% | $6,400-25.9% |
| Admin fee / account holder | $297 | $5,983-95.0% | $5,329-94.4% | $11,426-97.4% |