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 | $14,732 | $92,703-84.1% | $82,719-82.2% | $134,475-89.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -51.15% | 944.92%-996.1pp | 701.18%-752.3pp | 417.96%-469.1pp |
| Employer contribution / active EE | $661 | $3,274-79.8% | $3,009-78.0% | $4,740-86.1% |
| Participant deferral / active EE | $8,093 | $4,802+68.5% | $4,395+84.1% | $6,400+26.5% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |