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 6-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 | $8,083 | $27,641-70.8% | $61,373-86.8% | $68,494-88.2% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -21.37% | -13.24%-8.1pp | 338.61%-360.0pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,268 | $695+82.3% | $1,159+9.4% | $2,596-51.2% |
| Participant deferral / active EE | $2,190 | $1,263+73.4% | $2,125+3.1% | $4,027-45.6% |
| Admin fee / account holder | $170 | $2,010-91.6% | $2,130-92.0% | $5,403-96.9% |