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 | $10,547 | $92,703-88.6% | $82,719-87.3% | $134,475-92.2% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -21.92% | 944.92%-966.8pp | 701.18%-723.1pp | 417.96%-439.9pp |
| Employer contribution / active EE | $2,353 | $3,274-28.1% | $3,009-21.8% | $4,740-50.4% |
| Participant deferral / active EE | $5,052 | $4,802+5.2% | $4,395+14.9% | $6,400-21.1% |
| Admin fee / account holder | $76 | $5,983-98.7% | $5,329-98.6% | $11,426-99.3% |