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 5-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 | $12,385 | $133,958-90.8% | $112,228-89.0% | $134,475-90.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -30.20% | 47.11%-77.3pp | 27.45%-57.7pp | 417.96%-448.2pp |
| Employer contribution / active EE | $2,964 | $4,038-26.6% | $3,635-18.4% | $4,740-37.5% |
| Participant deferral / active EE | $6,888 | $5,291+30.2% | $4,728+45.7% | $6,400+7.6% |
| Admin fee / account holder | $123 | $7,489-98.4% | $6,410-98.1% | $11,426-98.9% |