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 | $11,596 | $82,286-85.9% | $68,791-83.1% | $134,475-91.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -22.84% | -2.19%-20.7pp | -6.38%-16.5pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,580 | $3,301-52.1% | $2,655-40.5% | $4,740-66.7% |
| Participant deferral / active EE | $2,870 | $4,739-39.4% | $3,941-27.2% | $6,400-55.1% |
| Admin fee / account holder | $227 | $6,481-96.5% | $4,932-95.4% | $11,426-98.0% |