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 | $16,358 | $88,594-81.5% | $70,092-76.7% | $134,475-87.8% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.9pp | 81.2%+2.1pp |
| Annual return | -22.79% | 442.67%-465.5pp | 190.73%-213.5pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,263 | $3,233-30.0% | $2,559-11.6% | $4,740-52.3% |
| Participant deferral / active EE | $3,797 | $4,772-20.4% | $3,849-1.3% | $6,400-40.7% |
| Admin fee / account holder | $17 | $10,441-99.8% | $6,267-99.7% | $11,426-99.9% |