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 | $11,097 | $84,402-86.9% | $61,373-81.9% | $134,475-91.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -55.81% | 584.55%-640.4pp | 338.61%-394.4pp | 417.96%-473.8pp |
| Employer contribution / active EE | $13,933 | $1,544+802.1% | $1,159+1101.7% | $4,740+194.0% |
| Participant deferral / active EE | $4,651 | $2,819+65.0% | $2,125+118.9% | $6,400-27.3% |
| Admin fee / account holder | $126 | $2,585-95.1% | $2,130-94.1% | $11,426-98.9% |