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 | $8,535 | $67,331-87.3% | $60,874-86.0% | $134,475-93.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -27.39% | 49.93%-77.3pp | 16.90%-44.3pp | 417.96%-445.4pp |
| Employer contribution / active EE | $2,886 | $3,096-6.8% | $2,701+6.8% | $4,740-39.1% |
| Participant deferral / active EE | $3,963 | $4,538-12.7% | $3,817+3.8% | $6,400-38.1% |
| Admin fee / account holder | $14 | $4,582-99.7% | $3,224-99.6% | $11,426-99.9% |