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 6-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 | $9,499 | $93,024-89.8% | $77,024-87.7% | $134,475-92.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.75% | 62.60%-84.3pp | 42.32%-64.1pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,329 | $3,418-31.9% | $2,812-17.2% | $4,740-50.9% |
| Participant deferral / active EE | $3,995 | $5,238-23.7% | $4,426-9.7% | $6,400-37.6% |
| Admin fee / account holder | $245 | $6,944-96.5% | $5,425-95.5% | $11,426-97.9% |