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 | $6,406 | $158,398-96.0% | $126,539-94.9% | $142,382-95.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -2.73% | 593.76%-596.5pp | 425.95%-428.7pp | 217.08%-219.8pp |
| Employer contribution / active EE | $687 | $4,650-85.2% | $3,674-81.3% | $4,299-84.0% |
| Participant deferral / active EE | $1,126 | $4,767-76.4% | $4,083-72.4% | $6,507-82.7% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |