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 | $20,359 | $84,402-75.9% | $61,373-66.8% | $134,475-84.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -36.54% | 584.55%-621.1pp | 338.61%-375.1pp | 417.96%-454.5pp |
| Employer contribution / active EE | $3,242 | $1,544+109.9% | $1,159+179.6% | $4,740-31.6% |
| Participant deferral / active EE | $13,164 | $2,819+367.0% | $2,125+519.5% | $6,400+105.7% |
| Admin fee / account holder | $249 | $2,585-90.4% | $2,130-88.3% | $11,426-97.8% |