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 4-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 | $8,423 | $49,922-83.1% | $80,569-89.5% | $75,163-88.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | -8.32% | 34.69%-43.0pp | 935.43%-943.7pp | 160.62%-168.9pp |
| Employer contribution / active EE | $1,389 | $1,698-18.2% | $2,723-49.0% | $2,670-48.0% |
| Participant deferral / active EE | $0 | $2,990-100.0% | $4,447-100.0% | $4,125-100.0% |
| Admin fee / account holder | $162 | $3,577-95.5% | $5,377-97.0% | $5,651-97.1% |