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 | $1,847 | $84,402-97.8% | $61,373-97.0% | $134,475-98.6% |
| Participation rate | 87.5% | 62.2%+25.3pp | 52.6%+34.9pp | 81.2%+6.3pp |
| Annual return | -47.50% | 584.55%-632.0pp | 338.61%-386.1pp | 417.96%-465.5pp |
| Employer contribution / active EE | $479 | $1,544-69.0% | $1,159-58.7% | $4,740-89.9% |
| Participant deferral / active EE | $1,416 | $2,819-49.8% | $2,125-33.4% | $6,400-77.9% |
| Admin fee / account holder | $5 | $2,585-99.8% | $2,130-99.7% | $11,426-100.0% |