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 8-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 | $16,207 | $90,600-82.1% | $79,464-79.6% | $135,375-88.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.01% | 977.43%-987.4pp | 718.14%-728.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,482 | $3,068-51.7% | $2,800-47.1% | $4,779-69.0% |
| Participant deferral / active EE | $2,882 | $4,050-28.9% | $3,704-22.2% | $5,609-48.6% |
| Admin fee / account holder | $30 | $5,907-99.5% | $5,113-99.4% | $10,827-99.7% |