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 | $7,584 | $92,703-91.8% | $82,719-90.8% | $134,475-94.4% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -22.00% | 944.92%-966.9pp | 701.18%-723.2pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,204 | $3,274-63.2% | $3,009-60.0% | $4,740-74.6% |
| Participant deferral / active EE | $2,707 | $4,802-43.6% | $4,395-38.4% | $6,400-57.7% |
| Admin fee / account holder | $90 | $5,983-98.5% | $5,329-98.3% | $11,426-99.2% |