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 | $7,698 | $93,024-91.7% | $77,024-90.0% | $134,475-94.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.80% | 62.60%-84.4pp | 42.32%-64.1pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,650 | $3,418-51.7% | $2,812-41.3% | $4,740-65.2% |
| Participant deferral / active EE | $4,458 | $5,238-14.9% | $4,426+0.7% | $6,400-30.3% |
| Admin fee / account holder | $15 | $6,944-99.8% | $5,425-99.7% | $11,426-99.9% |