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 9-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 | $6,693 | $32,117-79.2% | $71,086-90.6% | $64,186-89.6% |
| Participation rate | 100.0% | 42.7%+57.3pp | 54.7%+45.3pp | 69.6%+30.4pp |
| Annual return | -11.10% | -5.57%-5.5pp | 650.59%-661.7pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,068 | $712+49.9% | $1,088-1.8% | $2,381-55.2% |
| Participant deferral / active EE | $2,325 | $1,263+84.1% | $1,874+24.1% | $3,470-33.0% |
| Admin fee / account holder | $111 | $2,759-96.0% | $3,082-96.4% | $4,888-97.7% |