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 | $14,304 | $93,024-84.6% | $77,024-81.4% | $134,475-89.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -27.83% | 62.60%-90.4pp | 42.32%-70.1pp | 417.96%-445.8pp |
| Employer contribution / active EE | $4,940 | $3,418+44.5% | $2,812+75.7% | $4,740+4.2% |
| Participant deferral / active EE | $3,513 | $5,238-32.9% | $4,426-20.6% | $6,400-45.1% |
| Admin fee / account holder | $137 | $6,944-98.0% | $5,425-97.5% | $11,426-98.8% |