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 | $8,712 | $93,024-90.6% | $77,024-88.7% | $134,475-93.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.12% | 62.60%-87.7pp | 42.32%-67.4pp | 417.96%-443.1pp |
| Employer contribution / active EE | $3,342 | $3,418-2.2% | $2,812+18.8% | $4,740-29.5% |
| Participant deferral / active EE | $6,265 | $5,238+19.6% | $4,426+41.5% | $6,400-2.1% |
| Admin fee / account holder | $18 | $6,944-99.7% | $5,425-99.7% | $11,426-99.8% |