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 9-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 | $15,442 | $102,966-85.0% | $90,281-82.9% | $152,861-89.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -23.02% | 95.16%-118.2pp | 78.10%-101.1pp | 345.32%-368.3pp |
| Employer contribution / active EE | $512 | $3,139-83.7% | $2,854-82.1% | $4,762-89.3% |
| Participant deferral / active EE | $1,387 | $4,281-67.6% | $3,885-64.3% | $5,850-76.3% |
| Admin fee / account holder | $174 | $6,171-97.2% | $5,351-96.7% | $11,596-98.5% |