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 | $21,664 | $97,757-77.8% | $83,848-74.2% | $135,375-84.0% |
| Participation rate | 88.2% | 80.0%+8.3pp | 76.1%+12.1pp | 82.6%+5.6pp |
| Annual return | -12.39% | 1287.37%-1299.8pp | 850.88%-863.3pp | 519.73%-532.1pp |
| Employer contribution / active EE | $6,124 | $4,222+45.1% | $3,631+68.7% | $4,779+28.1% |
| Participant deferral / active EE | $4,027 | $4,682-14.0% | $4,082-1.3% | $5,609-28.2% |
| Admin fee / account holder | $12 | $6,674-99.8% | $5,478-99.8% | $10,827-99.9% |