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 7-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 | $6,564 | $82,286-92.0% | $68,791-90.5% | $134,475-95.1% |
| Participation rate | 81.8% | 75.1%+6.8pp | 69.0%+12.8pp | 81.2%+0.6pp |
| Annual return | -96.75% | -2.19%-94.6pp | -6.38%-90.4pp | 417.96%-514.7pp |
| Employer contribution / active EE | $1,618 | $3,301-51.0% | $2,655-39.1% | $4,740-65.9% |
| Participant deferral / active EE | $3,685 | $4,739-22.2% | $3,941-6.5% | $6,400-42.4% |
| Admin fee / account holder | $15 | $6,481-99.8% | $4,932-99.7% | $11,426-99.9% |