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 | $6,779 | $93,024-92.7% | $77,024-91.2% | $134,475-95.0% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -29.49% | 62.60%-92.1pp | 42.32%-71.8pp | 417.96%-447.5pp |
| Employer contribution / active EE | $1,052 | $3,418-69.2% | $2,812-62.6% | $4,740-77.8% |
| Participant deferral / active EE | $2,556 | $5,238-51.2% | $4,426-42.3% | $6,400-60.1% |
| Admin fee / account holder | $22 | $6,944-99.7% | $5,425-99.6% | $11,426-99.8% |