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 | $6,557 | $55,041-88.1% | $45,164-85.5% | $134,475-95.1% |
| Participation rate | 92.9% | 63.8%+29.0pp | 55.2%+37.7pp | 81.2%+11.6pp |
| Annual return | -147.67% | -19.63%-128.0pp | -20.28%-127.4pp | 417.96%-565.6pp |
| Employer contribution / active EE | $1,637 | $3,006-45.5% | $2,321-29.5% | $4,740-65.5% |
| Participant deferral / active EE | $4,520 | $3,822+18.3% | $3,184+41.9% | $6,400-29.4% |
| Admin fee / account holder | $30 | $4,029-99.2% | $3,071-99.0% | $11,426-99.7% |