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 | $8,589 | $84,402-89.8% | $61,373-86.0% | $134,475-93.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -21.96% | 584.55%-606.5pp | 338.61%-360.6pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,755 | $1,544+13.6% | $1,159+51.4% | $4,740-63.0% |
| Participant deferral / active EE | $3,560 | $2,819+26.3% | $2,125+67.5% | $6,400-44.4% |
| Admin fee / account holder | $199 | $2,585-92.3% | $2,130-90.6% | $11,426-98.3% |