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 4-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 | $2,809 | $84,402-96.7% | $61,373-95.4% | $134,475-97.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -22.08% | 584.55%-606.6pp | 338.61%-360.7pp | 417.96%-440.0pp |
| Employer contribution / active EE | $748 | $1,544-51.6% | $1,159-35.5% | $4,740-84.2% |
| Participant deferral / active EE | $859 | $2,819-69.5% | $2,125-59.6% | $6,400-86.6% |
| Admin fee / account holder | $13 | $2,585-99.5% | $2,130-99.4% | $11,426-99.9% |