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 | $5,446 | $84,402-93.5% | $61,373-91.1% | $134,475-96.0% |
| Participation rate | 84.6% | 62.2%+22.4pp | 52.6%+32.0pp | 81.2%+3.4pp |
| Annual return | -29.30% | 584.55%-613.8pp | 338.61%-367.9pp | 417.96%-447.3pp |
| Employer contribution / active EE | $329 | $1,544-78.7% | $1,159-71.6% | $4,740-93.1% |
| Participant deferral / active EE | $4,238 | $2,819+50.3% | $2,125+99.4% | $6,400-33.8% |
| Admin fee / account holder | $27 | $2,585-99.0% | $2,130-98.7% | $11,426-99.8% |