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 | $24,862 | $84,402-70.5% | $61,373-59.5% | $134,475-81.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -25.44% | 584.55%-610.0pp | 338.61%-364.0pp | 417.96%-443.4pp |
| Employer contribution / active EE | $2,039 | $1,544+32.0% | $1,159+75.9% | $4,740-57.0% |
| Participant deferral / active EE | $16,297 | $2,819+478.1% | $2,125+667.0% | $6,400+154.7% |
| Admin fee / account holder | $13 | $2,585-99.5% | $2,130-99.4% | $11,426-99.9% |