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 | $13,289 | $95,862-86.1% | $79,550-83.3% | $134,475-90.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.26% | -2.69%-19.6pp | 0.16%-22.4pp | 417.96%-440.2pp |
| Employer contribution / active EE | $2,790 | $3,128-10.8% | $2,413+15.6% | $4,740-41.1% |
| Participant deferral / active EE | $9,130 | $4,693+94.5% | $3,985+129.1% | $6,400+42.7% |
| Admin fee / account holder | $104 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |