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 | $10,754 | $88,594-87.9% | $70,092-84.7% | $134,475-92.0% |
| Participation rate | 84.2% | 74.9%+9.3pp | 70.5%+13.7pp | 81.2%+3.0pp |
| Annual return | -30.35% | 442.67%-473.0pp | 190.73%-221.1pp | 417.96%-448.3pp |
| Employer contribution / active EE | $1,515 | $3,233-53.1% | $2,559-40.8% | $4,740-68.0% |
| Participant deferral / active EE | $4,274 | $4,772-10.4% | $3,849+11.1% | $6,400-33.2% |
| Admin fee / account holder | $95 | $10,441-99.1% | $6,267-98.5% | $11,426-99.2% |