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 | $14,842 | $93,024-84.0% | $77,024-80.7% | $134,475-89.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -38.25% | 62.60%-100.8pp | 42.32%-80.6pp | 417.96%-456.2pp |
| Employer contribution / active EE | $2,240 | $3,418-34.5% | $2,812-20.3% | $4,740-52.7% |
| Participant deferral / active EE | $11,200 | $5,238+113.8% | $4,426+153.0% | $6,400+75.0% |
| Admin fee / account holder | $31 | $6,944-99.6% | $5,425-99.4% | $11,426-99.7% |