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 6-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 | $3,318 | $84,402-96.1% | $61,373-94.6% | $134,475-97.5% |
| Participation rate | 81.8% | 62.2%+19.6pp | 52.6%+29.2pp | 81.2%+0.6pp |
| Annual return | -26.26% | 584.55%-610.8pp | 338.61%-364.9pp | 417.96%-444.2pp |
| Employer contribution / active EE | $1,273 | $1,544-17.6% | $1,159+9.8% | $4,740-73.1% |
| Participant deferral / active EE | $345 | $2,819-87.7% | $2,125-83.7% | $6,400-94.6% |
| Admin fee / account holder | $125 | $2,585-95.1% | $2,130-94.1% | $11,426-98.9% |