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 | $7,111 | $93,024-92.4% | $77,024-90.8% | $134,475-94.7% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -23.27% | 62.60%-85.9pp | 42.32%-65.6pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,705 | $3,418-50.1% | $2,812-39.4% | $4,740-64.0% |
| Participant deferral / active EE | $2,610 | $5,238-50.2% | $4,426-41.0% | $6,400-59.2% |
| Admin fee / account holder | $19 | $6,944-99.7% | $5,425-99.7% | $11,426-99.8% |