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 | $11,412 | $92,703-87.7% | $82,719-86.2% | $134,475-91.5% |
| Participation rate | 93.3% | 75.2%+18.1pp | 72.6%+20.8pp | 81.2%+12.1pp |
| Annual return | -24.29% | 944.92%-969.2pp | 701.18%-725.5pp | 417.96%-442.2pp |
| Employer contribution / active EE | $2,064 | $3,274-37.0% | $3,009-31.4% | $4,740-56.5% |
| Participant deferral / active EE | $6,140 | $4,802+27.9% | $4,395+39.7% | $6,400-4.1% |
| Admin fee / account holder | $80 | $5,983-98.7% | $5,329-98.5% | $11,426-99.3% |