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 | $14,054 | $92,703-84.8% | $82,719-83.0% | $134,475-89.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.82% | 944.92%-966.7pp | 701.18%-723.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $860 | $3,274-73.7% | $3,009-71.4% | $4,740-81.9% |
| Participant deferral / active EE | $6,968 | $4,802+45.1% | $4,395+58.5% | $6,400+8.9% |
| Admin fee / account holder | $6 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |