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 9-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 | $17,789 | $104,106-82.9% | $71,086-75.0% | $135,375-86.9% |
| Participation rate | 80.0% | 65.7%+14.3pp | 54.7%+25.3pp | 82.6%-2.6pp |
| Annual return | -13.67% | 1256.30%-1270.0pp | 650.59%-664.3pp | 519.73%-533.4pp |
| Employer contribution / active EE | $902 | $1,485-39.2% | $1,088-17.1% | $4,779-81.1% |
| Participant deferral / active EE | $4,923 | $2,527+94.8% | $1,874+162.7% | $5,609-12.2% |
| Admin fee / account holder | $254 | $4,142-93.9% | $3,082-91.8% | $10,827-97.7% |