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 | $12,189 | $92,703-86.9% | $82,719-85.3% | $134,475-90.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.1pp | 81.2%+5.4pp |
| Annual return | -26.61% | 944.92%-971.5pp | 701.18%-727.8pp | 417.96%-444.6pp |
| Employer contribution / active EE | $2,117 | $3,274-35.3% | $3,009-29.7% | $4,740-55.3% |
| Participant deferral / active EE | $5,914 | $4,802+23.2% | $4,395+34.6% | $6,400-7.6% |
| Admin fee / account holder | $72 | $5,983-98.8% | $5,329-98.6% | $11,426-99.4% |