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 | $2,373 | $27,641-91.4% | $61,373-96.1% | $68,494-96.5% |
| Participation rate | 93.9% | 39.5%+54.4pp | 52.6%+41.4pp | 67.9%+26.1pp |
| Annual return | -23.46% | -13.24%-10.2pp | 338.61%-362.1pp | -7.84%-15.6pp |
| Employer contribution / active EE | $638 | $695-8.2% | $1,159-44.9% | $2,596-75.4% |
| Participant deferral / active EE | $1,653 | $1,263+30.9% | $2,125-22.2% | $4,027-58.9% |
| Admin fee / account holder | $104 | $2,010-94.8% | $2,130-95.1% | $5,403-98.1% |