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 | $9,744 | $93,024-89.5% | $77,024-87.3% | $134,475-92.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -27.06% | 62.60%-89.7pp | 42.32%-69.4pp | 417.96%-445.0pp |
| Employer contribution / active EE | $2,520 | $3,418-26.3% | $2,812-10.4% | $4,740-46.8% |
| Participant deferral / active EE | $5,467 | $5,238+4.4% | $4,426+23.5% | $6,400-14.6% |
| Admin fee / account holder | $62 | $6,944-99.1% | $5,425-98.9% | $11,426-99.5% |