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 | $10,108 | $95,862-89.5% | $79,550-87.3% | $134,475-92.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.67% | -2.69%-18.0pp | 0.16%-20.8pp | 417.96%-438.6pp |
| Employer contribution / active EE | $1,586 | $3,128-49.3% | $2,413-34.3% | $4,740-66.5% |
| Participant deferral / active EE | $4,911 | $4,693+4.6% | $3,985+23.2% | $6,400-23.3% |
| Admin fee / account holder | $87 | $9,126-99.0% | $6,832-98.7% | $11,426-99.2% |