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 | $22,098 | $93,024-76.2% | $77,024-71.3% | $134,475-83.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -32.54% | 62.60%-95.1pp | 42.32%-74.9pp | 417.96%-450.5pp |
| Employer contribution / active EE | $5,410 | $3,418+58.3% | $2,812+92.4% | $4,740+14.2% |
| Participant deferral / active EE | $11,554 | $5,238+120.6% | $4,426+161.0% | $6,400+80.5% |
| Admin fee / account holder | $25 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |