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 10-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 | $5,432 | $56,835-90.4% | - | $135,375-96.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -11.80% | 2630.74%-2642.5pp | - | 519.73%-531.5pp |
| Employer contribution / active EE | $880 | $2,734-67.8% | - | $4,779-81.6% |
| Participant deferral / active EE | $1,041 | $3,681-71.7% | - | $5,609-81.4% |
| Admin fee / account holder | $3 | $1,586-99.8% | - | $10,827-100.0% |