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 10-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 | $8,785 | $104,106-91.6% | $71,086-87.6% | $135,375-93.5% |
| Participation rate | 95.2% | 65.7%+29.6pp | 54.7%+40.6pp | 82.6%+12.6pp |
| Annual return | -14.43% | 1256.30%-1270.7pp | 650.59%-665.0pp | 519.73%-534.2pp |
| Employer contribution / active EE | $832 | $1,485-44.0% | $1,088-23.5% | $4,779-82.6% |
| Participant deferral / active EE | $3,690 | $2,527+46.0% | $1,874+96.9% | $5,609-34.2% |
| Admin fee / account holder | $145 | $4,142-96.5% | $3,082-95.3% | $10,827-98.7% |