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 | $10,520 | $106,543-90.1% | $91,220-88.5% | $134,475-92.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -23.07% | 160.60%-183.7pp | 114.01%-137.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $4,787 | $3,331+43.7% | $2,850+68.0% | $4,740+1.0% |
| Participant deferral / active EE | $11,320 | $4,719+139.9% | $4,234+167.4% | $6,400+76.9% |
| Admin fee / account holder | $86 | $6,231-98.6% | $5,420-98.4% | $11,426-99.2% |