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 4-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 | $2,734 | $84,402-96.8% | $61,373-95.5% | $134,475-98.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -34.47% | 584.55%-619.0pp | 338.61%-373.1pp | 417.96%-452.4pp |
| Employer contribution / active EE | $1,851 | $1,544+19.8% | $1,159+59.6% | $4,740-61.0% |
| Participant deferral / active EE | $3,721 | $2,819+32.0% | $2,125+75.1% | $6,400-41.9% |
| Admin fee / account holder | $93 | $2,585-96.4% | $2,130-95.6% | $11,426-99.2% |