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 | $8,817 | $67,331-86.9% | $60,874-85.5% | $134,475-93.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -24.49% | 49.93%-74.4pp | 16.90%-41.4pp | 417.96%-442.5pp |
| Employer contribution / active EE | $543 | $3,096-82.5% | $2,701-79.9% | $4,740-88.5% |
| Participant deferral / active EE | $5,044 | $4,538+11.1% | $3,817+32.2% | $6,400-21.2% |
| Admin fee / account holder | $191 | $4,582-95.8% | $3,224-94.1% | $11,426-98.3% |