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 | $11,471 | $92,703-87.6% | $82,719-86.1% | $134,475-91.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -21.06% | 944.92%-966.0pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,089 | $3,274-66.7% | $3,009-63.8% | $4,740-77.0% |
| Participant deferral / active EE | $4,046 | $4,802-15.8% | $4,395-8.0% | $6,400-36.8% |
| Admin fee / account holder | $123 | $5,983-98.0% | $5,329-97.7% | $11,426-98.9% |