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 | $7,452 | $84,402-91.2% | $61,373-87.9% | $134,475-94.5% |
| Participation rate | 90.0% | 62.2%+27.8pp | 52.6%+37.4pp | 81.2%+8.8pp |
| Annual return | -33.24% | 584.55%-617.8pp | 338.61%-371.8pp | 417.96%-451.2pp |
| Employer contribution / active EE | $2,020 | $1,544+30.8% | $1,159+74.2% | $4,740-57.4% |
| Participant deferral / active EE | $5,053 | $2,819+79.2% | $2,125+137.8% | $6,400-21.0% |
| Admin fee / account holder | $12 | $2,585-99.5% | $2,130-99.4% | $11,426-99.9% |