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 | $7,463 | $92,703-91.9% | $82,719-91.0% | $134,475-94.5% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -28.16% | 944.92%-973.1pp | 701.18%-729.3pp | 417.96%-446.1pp |
| Employer contribution / active EE | $1,947 | $3,274-40.5% | $3,009-35.3% | $4,740-58.9% |
| Participant deferral / active EE | $3,405 | $4,802-29.1% | $4,395-22.5% | $6,400-46.8% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |