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 | $9,255 | $93,024-90.1% | $77,024-88.0% | $134,475-93.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.35% | 62.60%-88.9pp | 42.32%-68.7pp | 417.96%-444.3pp |
| Employer contribution / active EE | $3,031 | $3,418-11.3% | $2,812+7.8% | $4,740-36.1% |
| Participant deferral / active EE | $7,613 | $5,238+45.3% | $4,426+72.0% | $6,400+19.0% |
| Admin fee / account holder | $67 | $6,944-99.0% | $5,425-98.8% | $11,426-99.4% |