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 | $3,264 | $27,641-88.2% | $61,373-94.7% | $68,494-95.2% |
| Participation rate | 70.7% | 39.5%+31.2pp | 52.6%+18.1pp | 67.9%+2.8pp |
| Annual return | -21.73% | -13.24%-8.5pp | 338.61%-360.3pp | -7.84%-13.9pp |
| Employer contribution / active EE | $556 | $695-20.0% | $1,159-52.0% | $2,596-78.6% |
| Participant deferral / active EE | $1,423 | $1,263+12.7% | $2,125-33.0% | $4,027-64.7% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,130-100.0% | $5,403-100.0% |