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 4-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 | $7,231 | $84,402-91.4% | $61,373-88.2% | $134,475-94.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -25.80% | 584.55%-610.3pp | 338.61%-364.4pp | 417.96%-443.8pp |
| Employer contribution / active EE | $2,311 | $1,544+49.6% | $1,159+99.3% | $4,740-51.2% |
| Participant deferral / active EE | $4,614 | $2,819+63.7% | $2,125+117.1% | $6,400-27.9% |
| Admin fee / account holder | $237 | $2,585-90.8% | $2,130-88.9% | $11,426-97.9% |