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 | $15,212 | $92,703-83.6% | $82,719-81.6% | $134,475-88.7% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -24.76% | 944.92%-969.7pp | 701.18%-725.9pp | 417.96%-442.7pp |
| Employer contribution / active EE | $2,087 | $3,274-36.2% | $3,009-30.6% | $4,740-56.0% |
| Participant deferral / active EE | $8,229 | $4,802+71.4% | $4,395+87.2% | $6,400+28.6% |
| Admin fee / account holder | $98 | $5,983-98.4% | $5,329-98.2% | $11,426-99.1% |