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 | $18,470 | $92,703-80.1% | $82,719-77.7% | $134,475-86.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -26.30% | 944.92%-971.2pp | 701.18%-727.5pp | 417.96%-444.3pp |
| Employer contribution / active EE | $4,634 | $3,274+41.5% | $3,009+54.0% | $4,740-2.2% |
| Participant deferral / active EE | $13,226 | $4,802+175.4% | $4,395+200.9% | $6,400+106.7% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |