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 | $8,510 | $92,703-90.8% | $82,719-89.7% | $134,475-93.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -26.98% | 944.92%-971.9pp | 701.18%-728.2pp | 417.96%-444.9pp |
| Employer contribution / active EE | $902 | $3,274-72.4% | $3,009-70.0% | $4,740-81.0% |
| Participant deferral / active EE | $3,329 | $4,802-30.7% | $4,395-24.3% | $6,400-48.0% |
| Admin fee / account holder | $66 | $5,983-98.9% | $5,329-98.8% | $11,426-99.4% |