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 | $19,421 | $129,942-85.1% | $104,294-81.4% | $134,475-85.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -21.23% | 42.03%-63.3pp | 24.61%-45.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,535 | $4,184-39.4% | $3,372-24.8% | $4,740-46.5% |
| Participant deferral / active EE | $5,468 | $5,588-2.1% | $4,625+18.2% | $6,400-14.6% |
| Admin fee / account holder | $9 | $9,323-99.9% | $7,339-99.9% | $11,426-99.9% |