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 10-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 | $7,071 | $32,117-78.0% | $71,086-90.1% | $64,186-89.0% |
| Participation rate | 92.9% | 42.7%+50.2pp | 54.7%+38.2pp | 69.6%+23.3pp |
| Annual return | -100.06% | -5.57%-94.5pp | 650.59%-750.6pp | 7.63%-107.7pp |
| Employer contribution / active EE | $5,896 | $712+727.9% | $1,088+442.1% | $2,381+147.7% |
| Participant deferral / active EE | $3,953 | $1,263+213.0% | $1,874+110.9% | $3,470+13.9% |
| Admin fee / account holder | $37 | $2,759-98.7% | $3,082-98.8% | $4,888-99.2% |