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 | $6,577 | $117,690-94.4% | $71,735-90.8% | $134,475-95.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 62.3%+37.7pp | 81.2%+18.8pp |
| Annual return | -23.80% | 25.44%-49.2pp | 9.14%-32.9pp | 417.96%-441.8pp |
| Employer contribution / active EE | $926 | $2,525-63.3% | $1,704-45.7% | $4,740-80.5% |
| Participant deferral / active EE | $3,752 | $3,759-0.2% | $2,658+41.2% | $6,400-41.4% |
| Admin fee / account holder | $7 | $6,379-99.9% | $3,974-99.8% | $11,426-99.9% |