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 | $5,222 | $27,641-81.1% | $61,373-91.5% | $68,494-92.4% |
| Participation rate | 82.1% | 39.5%+42.7pp | 52.6%+29.6pp | 67.9%+14.3pp |
| Annual return | -49.51% | -13.24%-36.3pp | 338.61%-388.1pp | -7.84%-41.7pp |
| Employer contribution / active EE | $3,432 | $695+393.4% | $1,159+196.0% | $2,596+32.2% |
| Participant deferral / active EE | $1,770 | $1,263+40.1% | $2,125-16.7% | $4,027-56.1% |
| Admin fee / account holder | $194 | $2,010-90.4% | $2,130-90.9% | $5,403-96.4% |