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 4-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 | $4,657 | $27,641-83.2% | $61,373-92.4% | $68,494-93.2% |
| Participation rate | 93.5% | 39.5%+54.1pp | 52.6%+41.0pp | 67.9%+25.7pp |
| Annual return | -31.28% | -13.24%-18.0pp | 338.61%-369.9pp | -7.84%-23.4pp |
| Employer contribution / active EE | $1,275 | $695+83.3% | $1,159+10.0% | $2,596-50.9% |
| Participant deferral / active EE | $3,043 | $1,263+140.9% | $2,125+43.2% | $4,027-24.4% |
| Admin fee / account holder | $181 | $2,010-91.0% | $2,130-91.5% | $5,403-96.6% |