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 | $13,156 | $93,024-85.9% | $77,024-82.9% | $134,475-90.2% |
| Participation rate | 78.6% | 74.5%+4.1pp | 67.9%+10.7pp | 81.2%-2.7pp |
| Annual return | -74.91% | 62.60%-137.5pp | 42.32%-117.2pp | 417.96%-492.9pp |
| Employer contribution / active EE | $4,275 | $3,418+25.1% | $2,812+52.0% | $4,740-9.8% |
| Participant deferral / active EE | $5,673 | $5,238+8.3% | $4,426+28.2% | $6,400-11.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |