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 | $15,188 | $95,862-84.2% | $79,550-80.9% | $134,475-88.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -36.96% | -2.69%-34.3pp | 0.16%-37.1pp | 417.96%-454.9pp |
| Employer contribution / active EE | $2,549 | $3,128-18.5% | $2,413+5.6% | $4,740-46.2% |
| Participant deferral / active EE | $8,633 | $4,693+84.0% | $3,985+116.6% | $6,400+34.9% |
| Admin fee / account holder | $269 | $9,126-97.1% | $6,832-96.1% | $11,426-97.6% |