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 7-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 | $7,836 | $92,703-91.5% | $82,719-90.5% | $134,475-94.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.66% | 944.92%-972.6pp | 701.18%-728.8pp | 417.96%-445.6pp |
| Employer contribution / active EE | $937 | $3,274-71.4% | $3,009-68.9% | $4,740-80.2% |
| Participant deferral / active EE | $6,369 | $4,802+32.6% | $4,395+44.9% | $6,400-0.5% |
| Admin fee / account holder | $18 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |