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 | $12,184 | $93,024-86.9% | $77,024-84.2% | $134,475-90.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.65% | 62.60%-84.2pp | 42.32%-64.0pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,562 | $3,418-25.0% | $2,812-8.9% | $4,740-45.9% |
| Participant deferral / active EE | $4,099 | $5,238-21.7% | $4,426-7.4% | $6,400-35.9% |
| Admin fee / account holder | $52 | $6,944-99.2% | $5,425-99.0% | $11,426-99.5% |