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 6-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 | $6,360 | $84,402-92.5% | $61,373-89.6% | $134,475-95.3% |
| Participation rate | 93.3% | 62.2%+31.1pp | 52.6%+40.8pp | 81.2%+12.1pp |
| Annual return | -21.97% | 584.55%-606.5pp | 338.61%-360.6pp | 417.96%-439.9pp |
| Employer contribution / active EE | $694 | $1,544-55.1% | $1,159-40.2% | $4,740-85.4% |
| Participant deferral / active EE | $693 | $2,819-75.4% | $2,125-67.4% | $6,400-89.2% |
| Admin fee / account holder | $150 | $2,585-94.2% | $2,130-93.0% | $11,426-98.7% |