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 | $14,727 | $93,024-84.2% | $77,024-80.9% | $134,475-89.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -34.06% | 62.60%-96.7pp | 42.32%-76.4pp | 417.96%-452.0pp |
| Employer contribution / active EE | $640 | $3,418-81.3% | $2,812-77.2% | $4,740-86.5% |
| Participant deferral / active EE | $8,530 | $5,238+62.9% | $4,426+92.7% | $6,400+33.3% |
| Admin fee / account holder | $12 | $6,944-99.8% | $5,425-99.8% | $11,426-99.9% |