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 5-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 | $17,589 | $106,543-83.5% | $91,220-80.7% | $134,475-86.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.13% | 160.60%-181.7pp | 114.01%-135.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,767 | $3,331-16.9% | $2,850-2.9% | $4,740-41.6% |
| Participant deferral / active EE | $8,166 | $4,719+73.1% | $4,234+92.9% | $6,400+27.6% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |