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 | $11,164 | $84,402-86.8% | $61,373-81.8% | $134,475-91.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -23.81% | 584.55%-608.4pp | 338.61%-362.4pp | 417.96%-441.8pp |
| Employer contribution / active EE | $1,287 | $1,544-16.7% | $1,159+11.0% | $4,740-72.8% |
| Participant deferral / active EE | $7,638 | $2,819+170.9% | $2,125+259.4% | $6,400+19.3% |
| Admin fee / account holder | $92 | $2,585-96.5% | $2,130-95.7% | $11,426-99.2% |