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 | $13,333 | $92,703-85.6% | $82,719-83.9% | $134,475-90.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -84.94% | 944.92%-1029.9pp | 701.18%-786.1pp | 417.96%-502.9pp |
| Employer contribution / active EE | $1,776 | $3,274-45.8% | $3,009-41.0% | $4,740-62.5% |
| Participant deferral / active EE | $8,673 | $4,802+80.6% | $4,395+97.3% | $6,400+35.5% |
| Admin fee / account holder | $95 | $5,983-98.4% | $5,329-98.2% | $11,426-99.2% |